Insured Retirement Plan: Is It Right for Canadians?

Insured Retirement Plan: Is It Right for Canadians?

by Frank Restorick | Aug 27, 2026 | Life Insurance

An insured retirement plan uses an overfunded permanent life insurance policy plus loans against its cash value to deliver tax-advantaged retirement income. It’s usually the right fit only after you’ve maxed out your RRSP and TFSA room and can commit to funding...
Is a Health Spending Account in Canada Worth Setting Up?

Is a Health Spending Account in Canada Worth Setting Up?

by Frank Restorick | Aug 26, 2026 | Life Insurance

Yes, and for many incorporated business owners it’s one of the most tax-efficient benefits available, provided it’s structured correctly. A health spending account in Canada only holds up with the CRA if it qualifies as a Private Health Services Plan, or PHSP. Get...
Par vs Non-Par Life Insurance: Which One Fits You?

Par vs Non-Par Life Insurance: Which One Fits You?

by Frank Restorick | Aug 25, 2026 | Life Insurance

Par (participating) whole life insurance shares in the insurer’s profits through non-guaranteed dividends. Non-par (non-participating) whole life locks in fixed, guaranteed premiums and cash values with no profit-sharing at all. The simple rule: pick non-par when...
What Funeral Costs in Canada Really Look Like

What Funeral Costs in Canada Really Look Like

by Frank Restorick | Aug 24, 2026 | Life Insurance

Funeral costs in Canada average around seven thousand seven hundred to seven thousand eight hundred dollars nationally, according to the Cost of Dying Report, though a full traditional burial with cemetery property can push past $20,000. Direct cremation, by contrast,...
Getting Life Insurance After a Decline: What to Do Next

Getting Life Insurance After a Decline: What to Do Next

by Frank Restorick | Aug 24, 2026 | Life Insurance

A decline is not the final word. Life insurance after decline is entirely possible for most applicants, and the right next move depends on why you were turned down. Before anything else, do two things in the next 24 to 72 hours: Request the insurer’s written...
Life Insurance Riders: What They Do and When to Add One

Life Insurance Riders: What They Do and When to Add One

by Frank Restorick | Aug 22, 2026 | Life Insurance

Life insurance riders are optional provisions you attach to a base policy to add benefits or change how it pays out when a specific event happens. Primary earners, people with unstable disability coverage through work, and anyone who wants to lock in future...
« Older Entries
Next Entries »