STRATEGIES FINANCIAL HEALTH

Better prepare for retirement,
minimize income tax, optimize
portfolio performance; these
are legitimate and
accessible goals.

To know more

Back-to-back Annuities (Insured)

This strategy is particularly appreciated by risk averse investors.

We combine a non-registered prescribed life annuity with a life insurance policy. The annuity provides guaranteed revenue with a minimal portion subject to income tax. At death, the life insurance provides funds to repay the investment in the annuity. It’s simple, efficient, and profitable.