This time, Jay from Newton Financial goes over Universal Life Insurance. What it is and who will benefit from it all within a minute!
It’s crucial to lay a strong foundation for financial resilience. While it might seem that financial planning is a distant concern, especially for younger demographics, the reality is that financial security starts with habits developed early in life.
For high earners, effective tax planning involves a combination of maximizing deductions and investing wisely. At Newton Financial, we provide expert advice and tailored strategies that not only aim to protect your wealth but also enhance your financial well-being through tax efficiency.
*These posts are for educational purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances. Some of the information contained herein might be from sources believed to be reliable, however, we cannot guarantee that it is accurate or complete. The views expressed are those of the authors and writers only. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Newton Financial Ltd.