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Insurance is one of the most effective ways to manage the risks to the lifestyle you've built for yourself and your family. Insurance can provide the money to pay your bills if you become seriously ill or disabled, or enable your family to stay in their home in the event of your death. In fact, insurance can be used to help offset most risks. Certain life insurance policies also have a tax-advantaged growth component that can form an important part of a diversified portfolio.
Life, health and wealth protection
This combination of lifestyle protection and wealth accumulation has been refined into a variety of personal insurance-based strategies that can be used to help:
- Pay off your mortgage and ensure you family is financially stable if you become disabled, critically ill or die
- Protect your standard of living in case of accident, illness or death
- Shelter your investments from income tax and supplement your retirement income
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- Transition your wealth to future generations
- Build and perserve your estate
- Minimize the impact of taxes on your estate
- Reduce probate fees
- Leave a legacy to charity
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Life Stages & Strategies
Find out how various personal insurance strategies can be used to meet your specific needs - now and in the future. Sample stages and scenarios utilizing insurance portfolios are provided to illustrate the potential value of these strategies.
Take the next step
For more information please call your TD Waterhouse Advisor for a referral or contact TD Waterhouse Insurance Services at 1-866-757-2008.
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