LEGACY & CHARITABLE GIFTS
Products
What are Charitable Gifts?
Participating life insurance is one the most flexible, cost-effective and simplest ways to support your favourite registered charity while leaving a legacy. Your one time premium payment qualifies as a charitable donation, builds cash value over time and, as the registered charity is the owner, allows them to access cash values during your lifetime which may decrease the payout on death.
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Great For:
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Leaving a Legacy for your favourite registered charity
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Receiving tax advantages for your charitable donation
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Individuals or Corporations
Next Steps
Are you feeling unsure of your financial legacy? Don't know where to start, or what to do next? Not sure how business insurance can benefit you? Concerned about what happens to your business and/or your lifestyle if you die or become disabled? Don't worry, you are not alone, and Dustin is here to help.
These are big questions, and lets be honest, not pleasant to think about; but with good advice from a caring professional, the proper business insurance package can protect you from unforeseen crises and help create a secure foundation to protect the business you've worked so hard to build.
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Here's how it works:
01
Meet and Discuss
The first step in securing your financial future is to book a complimentary introductory meeting so you and Dustin can get to know each other, discuss your questions or concerns and see how he can help you achieve your goals. He is available to meet via zoom or other video confrencing platform or in-person, it's up to you! If you are satisfied with your chat and wish to proceed, he will gather the information to undertake your needs analysis.
02
Analyze and Present
Dustin will analyze your financial situation and identify vulnerable areas to develop a life protection plan tailored to your needs according to your goals and objectives.
03
Implement and Monitor
Once you are satisfied that the plan meets your goals and objectives and you wish to proceed, Dustin will work with you to implement his recommendations. He can also help coordinate your plan with your other professionals, such as an accountant or lawyer, and monitor the plan at regular intervals to ensure you are protected.
Book an Appointment
Are you ready and excited to start? Excellent!
