Your financial security in retirement matters and so does the legacy you leave for the next generation.
Asset preservation is an integral component of any financial plan. Consider that:
Insurance can play an important role in your financial plan as a tax-efficient asset preservation tool. Income Generation
Regardless of where you are in your life, income is required to support your lifestyle. In your income earning years it's important to put plans in place which could help your income to continue, uninterrupted by disability.
If you have a family to support, then life insurance can be the appropriate financial tool to help replace your income in the event of your premature death. Your retirement years will see the conversion of your assets to income.
A variety of insurance strategies are available to either:
John Michael Durant
Vice President, Estate & Insurance Advisor
Meet our partner, John Michael Durant of BMO Estate Insurance Advisory Services. John Michael provides you with the insurance solutions best suited to complement your wealth management strategy. *Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.