Over the Christmas break I was reading up on new and better ideas in the insurance space and this article caught my eye:
Noel Whittaker, a well-respected commentator, suggests older clients in or near retirement consider paying life insurance and income insurance premiums for their adult children.
I suggest you read Noel’s article and, if it makes sense to you, come in to see me for a chat. There is a bit more to it than first meets the eye, including the need to take steps to make sure tax benefits attached to premiums remain available.
Feel free to pass the article on to friends and family who might appreciate it. I am happy to help them too.
And, as always, if anything else is on your mind or of concern please ring me. I am here to help.