1. Please Be Advised: All specific legal and tax questions should be referredto your legal and tax advisers 2. Times Are Changing Longer life expectancies Inflation erosion…

1.Life Insurance: What PFMP Staff and Military Families Need to KnowBarbara O’Neill, Ph.D., CFP®, AFC, CHC Rutgers Cooperative Extension [email protected]. Webinar…

PRU@work “ A plan that helps protect your employees so that you can keep attracting good quality people and retain them. ” Always Listening. Always Understanding. Protect…

Slide 110 Financial Planning With Life Insurance Primary Purpose of Life Insurance: –Protect someone who depends on you from financial loss related to your death –Reduces…

Slide 1 Introduction and Pop Quiz Facts and Fictions Questions and Answers Closing Slide 2 Katie Cecilia, a Family Service Counselor at Woodlawn Memorial Gardens and Funeral…

Slide 1 Presented by NAME TO BE SUPPLIED TITLE TO BE SUPPLIED Scottish Provident Relevant Life Policies Relevant Life Policies Slide 2 An introduction to relevant life policies…

Slide 1 11-1©2005 Pearson Education Canada Inc. Chapter 11 Wills: Planning for the Distribution of Assets Wills provide for an orderly procedure for changing the ownership…

Slide 1 Relevant Life For financial advisers only Slide 2 Agenda 1.What is relevant life? 2.Target market 3.Legislation 4.Taxation of premiums and benefits 5.Tax saving example…

Slide 1 Copyright © 2008 Pearson Education Canada 6-1 Chapter 6 Retirement Income Slide 2 Copyright © 2008 Pearson Education Canada 6-2 Sources of Retirement Income Public…

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