IntroductionJohn and Susan Thompson, a couple in their late 50s, approached SG Wealth to secure their financial future. With retirement on the horizon, they were concerned about maintaining their lifestyle, managing healthcare costs, and leaving a legacy for their children. This case study illustrates how SG Wealth utilized life insurance to address their retirement planning … continue reading

IntroductionThe Geller family, which includes Mr. Frank Geller and his three children, Lawrence, Terry, and Jackie, run a successful manufacturing company. The family needed help with their life insurance, tax benefits, and business succession plan. This case study discusses how life insurance tactics were used to achieve the Geller family’s goals and protect the future … continue reading

1. EXPLOREBrett Calvin, the founder and chief executive officer of a successful technology startup in Toronto, acknowledged the significance of ensuring his company’s financial stability. Having more than 10 staff members and a quickly growing income, Brett realized the importance of protecting his company against unexpected circumstances. He was unsure as to what would be the … continue reading