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DEDUCT, DEFER, DON'T PAY taxes using your INC!

DEDUCT, DEFER, DON'T PAY taxes using your INC!

November 24, 2015 (12:00 PM - 1:30 PM) (PST)

Description

BUSINESS SMARTS FOR SUCCESS!!!!


Jo Ann Henn, Senior Insurance Planning Specialist with Investors Group will discuss how permanent life insurance can help:

  • Reduce annual taxes payable
  • Manage risk by diversifying corporate assets
  • Grow your total net worth


Clients hoping to use their permanent life insurance policies as vehicles for accumulating tax-sheltered savings soon will face tighter restrictions on how much tax-free cash they can hold in those policies.

However, until these rules, known as the 'exempt test' are changed in January 2017, there's an opportunity for financial advisors to help their clients take advantage of the exiting rules.

Join us, Ela Lange and Terence van der Woude, consultants with Investors Group for another one of the Glen Drive Business Network seminars. If you are an incorporated business in the Tri-City area, this one's for you!

Reserve as soon as possible as seats are limited.

Pricing
$10 for catered lunch.
November 24, 2015 (12:00 PM - 1:30 PM) (PST)
November 24th, 2015. 12:00 - 1:30pm.
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