Building financial fortitude: tax and insurance opportunities for high-net-worth investors
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At Manulife Private Wealth, we understand the importance of maximizing income and preserving wealth while minimizing the impact of taxes on your gains.
Traditionally, life insurance strategies can operate as a proxy for fixed income within a portfolio. This could be a potential solution for high-net-worth individuals looking to invest in a low-risk, tax-sheltered environment. That’s why Manulife Private Wealth hosted a session to present scenarios where high-net-worth investors may benefit from life insurance and the tax opportunities from doing so.
Some important topics covered include life insurance as a complement to an investment portfolio, how a corporately owned policy can provide tax advantages and optimize the business structure, and ways to help create an easy distribution of the estate.
Manulife Private Wealth is a division of Manulife Investment Management Limited and Manulife Investment Management Distributors Inc. Investment services are offered by Manulife Investment Management Limited and/or Manulife Investment Management Distributors Inc. Banking services and products are offered by Manulife Bank of Canada. Wealth & Estate Services are offered by Manulife Investment Management Limited.
Manulife, Stylized M Design, Manulife Private Wealth, Manulife Private Wealth & Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and its affiliates under license.
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