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Leaving A Legacy

Benefits of an Immediate Financing Arrangement (IFA)

An Immediate Financing Arrangement (IFA) is a strategy used mainly by high-net-worth individuals and businesses. An IFA offers the benefits of permanent life insurance and also allows you to access funds from the policy through a loan. A properly structured IFA can be a solution for some clients and this video highlights some of the […]

Duties of an Executor

When completing your will, you will need to name an executor. They will be responsible for making decisions on your behalf after you pass away. It is a challenging decision and the role comes with a lot of responsibility. This video outlines the primary duties they will fulfill after you pass.