Your clients have worked hard to accumulate assets throughout their life and many individuals want to pass along their assets to their spouse, children, and other family members, when they pass away so they can continue enjoying those assets. This advanced sales article provides detailed information on this topic.
Advanced sales support article Estate freeze is available electronically on Canada Life™ RepNet under Products & tools > Estate & tax planning > Life & taxes.
When looking to discuss detailed tax and estate planning information, Canada Life’s national estate and tax (NEAT) team is available to discuss your clients’ needs. Contact a regional marketing centre nearest you to connect with the NEAT team.