Nothing is certain in life but death, taxes, and not having enough cash to fund your next deal…but what if there was a way to borrow from yourself??
Join us and guest speaker Mary Sun to learn about the basics and beyond of Life Insurance for sophisticated real estate investors. At the VERY LEAST you should be protecting your assets. But we never stop at the very least.
If used correctly, life insurance can be an effective tool to accelerate you to achieving your goals – ACCESS TO CASH AND CAPITAL, LEVERAGE TO FUND YOUR NEXT PROPERTY, AND TAX-EXEMPT INVESTMENT GROWTH!
As a sophisticated investor, you need to be identifying and mitigating risk and thinking strategically. When it comes to life insurance, this is not as simple as having a basic policy. Mary will use an investor-focused lens and walk through strategies and case studies including:
• Importance of estate planning
• Tools available to protect estate value
• Asset and family protection
• Real estate investor’s liability exposure
• Insurance ownership: Personal vs. Corporate
Mary holds a CPA (Chartered Professional Accountant) designation and is an MBA graduate from Schulich School of Business, York University. Mary has 10+ years of experience in the financial service industry and is with Sun Life Financial as an advisor. Mary uses her in-depth knowledge in insurance, investments and taxation to help clients reach their financial goals through effective insurance and financial planning. Mary is known for her professionalism, her value-added advice and her ability to build strong and long-lasting client relationships.
Access the slides and presentation below!