Planning Your Estate
You can use the unique benefits of segregated fund policies and payout annuities to ensure your estate is passed directly to your family or favourite charity without the delay and expense of the probate process and without becoming public record.
If you choose your spouse as beneficiary for your registered investment, you have 2 options—one that allows your spouse to re-invest the lump-sum value in another registered vehicle and retain its tax-deferred status and one that allows your plan to carry on as it was set up.
If your investment product is non-registered, you may have additional estate planning options available beyond a lump-sum payment.
Your advisor can put these benefits to work for you and your heirs.
Need an advisor?
Make sure you’re prepared for every stage of life—contact a regional marketing centre near you.
Where do you see yourself today?
The first step is to identify your goals and your investment timeframe. Choose the profile that best fits your current situation, and then talk to your advisor.
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