MONEYMAN FINANCIAL

Moneyman Financial Inc.

We provide expert financial advice to those who truly care about their family’s financial future.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Retirees

Strategies to help you retire happily and financially maintain your lifestyle.

Estate Planning

Helping you transition assets smoothly to the next generation and ensure that your beneficiaries are protected.

Latest News from Moneyman Financial Inc.

Now May Be a Good Time to Review your Estate Plan

It has long been an accepted strategy to provide sufficient estate liquidity to pay taxes due at death from the proceeds of a life insurance policy. In Canada we are fortunate to have permanent life insurance policies that insure an individual for their entire life with a premium that is guaranteed not to increase. It is feasible to be able to use these policies in an effective estate plan.

Shielding Your Family From Your Creditors With Life Insurance

Naming a beneficiary of a life insurance policy provides a significant benefit in planning and protecting one’s estate. With a named beneficiary, the death benefit is paid directly to the beneficiary and is received tax-free. It bypasses the policyowner’s estate and is not subject to probate or any other administrative fees.