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Category: Life Insurance

What the Wealthy Know about Life Insurance

March 23, 2017Estate Planning, Investing, Life Insuranceimport

If you have ever thought that life insurance was something you wouldn’t need after you reached a certain level of financial security, you might be interested in knowing why many wealthy individuals still carry large amounts of insurance.  Consider the…

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Thinking of Cancelling Your Life Insurance?

February 20, 2017Life Insurance, Life Stagesimport

Have you found yourself wondering if you really need that life insurance policy you pay for every month?  You are not alone. As time goes on we often forget the reasons behind purchasing the amount and type of coverage we…

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Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability

October 24, 2016Critical Illness Insurance, Disability Income Replacement, Estate Planning, Life Insurance, Life Stages, Living Benefits, Long Term Care, Will Planningimport

The Sandwich Generation was a term coined by Dorothy Miller in 1981 to describe adult children who were “sandwiched” between their aging parents and their own maturing children.  There is even a term for those of us who are in…

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Occasional Marijuana Users Get a Break

September 8, 2016Life Insuranceimport

With the federal government heading towards the legalization of personal marijuana use some life insurance companies have announced that occasional marijuana smokers would now be considered as non-smokers on new applications for life insurance and in some cases critical illness…

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The Single Premium Insured Annuity

August 22, 2016Estate Planning, Life Insurance, Retirement Planning, Tax Planningimport

Available until January 1, 2017 A New Approach  A new method of structuring an insured annuity has restored its favourable results.  The new approach involves combining the prescribed annuity with a Universal Life policy. The UL policy is funded with…

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Family Business Planning Strategies

July 18, 2016Business Succession Planning, Corporate Insurance, Life Insuranceimport

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good.  This has not changed over the years. Statistics show…

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The Clock is Ticking!

June 19, 2016Corporate Insurance, Life Insurance, Tax Planningimport

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…

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Do You Need Individual Life Insurance?

May 16, 2016Better Benefits, Estate Planning, Life Insuranceimport

Canadians may need to rethink their risk management In a recent study conducted by the Life Insurance and Market Research Association (LIMRA), it was reported that 61% of Canadians hold some form of life insurance.  Surprisingly, it also revealed that…

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Taxation of Life Insurance – New Rules Offer a Window of Opportunity

March 21, 2016Estate Planning, Life Insurance, Tax Planningimport

Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs.  Soon the amount of funds that can be tax sheltered within a life insurance policy…

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A Lifetime Gift for Your Grandchildren

October 19, 2015Estate Planning, Life Insurance, Wealth Accumulationimport

The Cascading Life Insurance Strategy If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you may want to consider an estate planning application known as cascading life insurance. How does…

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Contact Us

Tony Watson
Financial Advisor

9367 Webster Place
Sidney, BC
V8L 2R9

Tel: 250-589-0515 
Email: tony@tonywatson.ca

Latest Posts

  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • Government of Canada to allow up to $400 for home office expenses
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • Applications for the new Canada Emergency Rent Subsidy starts today!

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"Quality is never an accident: It is always the result of high Intentions Sincere effort, intelligent directions and skillful execution; It represents the wise choice of many alternatives." -William A Foster
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