Category Archives: Wise Riddell

Minimize Your Risk, Protect What You Own – Sponsored by Jeffrey Gregory

TheGAAP.net Presents: Minimize Your Risk, Protect What You Own … Sponsored by Jeffrey Gregory Of Desjardins Financial Security Investments Inc. An interactive online zoom call on Tuesday April 27 @ 7:30 PM As we start getting closer to retirement age we start thinking about all the things we want to do that we don’t seem to do when working. In

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Should I pay my life insurance premiums annually or monthly?

You have made the decision to buy a new insurance policy or add to your existing portfolio, which isn’t always the easiest of processes. One of the decisions you’ll now have to make, after finally deciding on how much coverage and what provider to place your business with, is when are you going to pay your insurance premiums. Annual and

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A Window of Opportunity

Cutting costs

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 these policies. Until these rules take effect on January 1, 2017, everyone has the opportunity to take advantage of the existing rules which will be grandfathered at the beginning of next

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