agentdanandrossco.ca

Dan Hager & Ross Macfarlane

CONTACT US TO LEARN MORE. Pay Attention to Your Beneficiary Designation. It’s more important than you think. Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Estate the default choice. The proceeds will be subjected to probate fees and the benefits received will be co-mingled with all the other estate assets which may be exposed to various third parties. Estate Planning for Blended Families. Even with the...

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CONTACT US TO LEARN MORE. Pay Attention to Your Beneficiary Designation. It’s more important than you think. Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Estate the default choice. The proceeds will be subjected to probate fees and the benefits received will be co-mingled with all the other estate assets which may be exposed to various third parties. Estate Planning for Blended Families. Even with the...

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Dan Hager & Ross Macfarlane | agentdanandrossco.ca Reviews

https://agentdanandrossco.ca

CONTACT US TO LEARN MORE. Pay Attention to Your Beneficiary Designation. It’s more important than you think. Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Estate the default choice. The proceeds will be subjected to probate fees and the benefits received will be co-mingled with all the other estate assets which may be exposed to various third parties. Estate Planning for Blended Families. Even with the...

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agentdanandrossco.ca

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Estate Planning for Blended Families | Dan Hager & Ross Macfarlane

http://agentdanandrossco.ca/blog/2015/06/11/estate-planning-for-blended-families

June 11, 2015. Estate Planning for Blended Families. Avoid Disinheriting Your Children. Typically spouses leave everything to each other and when the surviving spouse dies, the remainder is divided amongst the children. The problem? Even with the best of intentions, there is no guarantee that the surviving spouse will not remarry and inadvertently disinherit the deceased’s children. 6 Estate Planning Considerations for Blended Families. Registered Retirement Savings Plans. To take advantage of the tax fr...

2

Corporate Insurance | Dan Hager & Ross Macfarlane

http://agentdanandrossco.ca/blog/category/corporateinsurance

Posts from the ‘Corporate Insurance’ Category. The Clock is Ticking! Don’t Put Off Your Decision to Buy Life Insurance. 2016 is an opportune year to buy life insurance. New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not perform as well as they do currently. How will this impact your existing and future policies? Adjustment to the Maximum Tax Actuarial Reserve. The Corporate Estate Transfer. What is a Corporate Estate Transfer?

3

A Remedy for Ear Ringing | Dan Hager & Ross Macfarlane

http://agentdanandrossco.ca/blog/2014/12/01/a-remedy-for-ear-ringing

December 1, 2014. A Remedy for Ear Ringing. Are your ears ringing? Then you might want to take a break from your cell phone. As cell phone ownership has surged in recent years, so have questions about how extended use may affect health. One new potential impact researchers have discovered? Tinnitus — a little-understood condition that causes distracting ringing, buzzing, humming, or other low-level sounds in the ears. Ring, Ring . . . Agent Dan - Tel: 250-858-7665. Ross Macfarlane - Tel: 250-412-7767.

4

Critical Illness Insurance | Dan Hager & Ross Macfarlane

http://agentdanandrossco.ca/blog/category/living-benefits/critical-illness-insurance

Posts from the ‘Critical Illness Insurance’ Category. Are You Ready To Deal With A Critical Illness? Consider the following facts:. 40% of Canadian women and 45% of men will develop cancer during their lifetime. In 2005, cardiovascular disease (heart disease, diseases of the blood vessels and stroke) accounted for 31% of all deaths in Canada. Five Financial Products You Should Own. By Brenda Spiering, Editor, BrighterLife.ca. Here are five key financial products that should be part of your plan:.

5

Budget 2015 Highlights | Dan Hager & Ross Macfarlane

http://agentdanandrossco.ca/blog/2015/05/18/budget-2015-highlights

May 18, 2015. On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget. The provisions of the budget will be of particular interest to owners of small and medium sized businesses, seniors and families with children. As well, those looking to make certain charitable donations will be encouraged by Oliver’s budget. Below is a brief commentary on each of the key budget proposals. For Seniors and Savers. Increase in Tax Free Savings Account (TFSA) Limit. As a result of these changes, in...

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Dan Hager & Ross Macfarlane

CONTACT US TO LEARN MORE. Pay Attention to Your Beneficiary Designation. It’s more important than you think. Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Estate the default choice. The proceeds will be subjected to probate fees and the benefits received will be co-mingled with all the other estate assets which may be exposed to various third parties. Estate Planning for Blended Families. Even with the...

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