Building financial fortitude: tax and insurance opportunities for high-net-worth investors

At Manulife Private Wealth, we understand the importance of maximizing income and preserving wealth while minimizing the impact of taxes on your gains.

Traditionally, life insurance strategies can operate as a proxy for fixed income within a portfolio. This could be a potential solution for high-net-worth individuals looking to invest in a low-risk, tax-sheltered environment. That’s why Manulife Private Wealth hosted a session to present scenarios where high-net-worth investors may benefit from life insurance and the tax opportunities from doing so.

Some important topics covered include life insurance as a complement to an investment portfolio, how a corporately owned policy can provide tax advantages and optimize the business structure, and ways to help create an easy distribution of the estate.