Protect your Retirement Savings

Leave a Legacy and Enhance Your Wealth

Estate Planning and Wealth Enhancement should not be mutually exclusive

Through our Transgenerational Programme, you would purchase and own a Life Insurance Policy that insures the lives of your children or grandchildren to:

  • Provide an immediate enhancement of your Legacy.
  • Create a growing Tax-Sheltered Savings Account that you can access at any time.
  • Provide financial support to the families of your adult Children should they die prematurely.
  • Establish a structure that will permit a tax-free transition of Funds to your Estate.

The link below will take you to a case study based on an actual situation illustrating how Transgenerational Insurance enhanced and protected three generations of one family.

Transgenerational Case Study »
(374 kb PDF file)


To set up a no nonsense confidential review to determine if our Smart Estate or other proven financial strategies will work for you, contact us at 1-800-665-7707 or Email