LifeTRUST Life Insurance Policy “A Living Legacy”
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Provides funds to maintain your child's quality of life, long after you're gone
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Provides a guaranteed monthly income benefit your child cannot outlive
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Funds are professionally managed to ensure the funds will last a lifetime
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Funds are not subject to final estate costs or probate fees
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Minimizes the responsibilities of your child's trustees
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Monthly income benefit is protected from creditors
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Provides your child with a guaranteed lifetime of financial security
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There are no management, legal or administration fees
LifeTRUST Planning has negotiated a special agreement with a life insurance company, where-by on the death of the life insured or last survivor the sum insured is applied to a plan that provides a lifetime monthly income payment. The child's trustee(s) will receive a guaranteed lifetime income that will not jeopardize the child's entitlement to government disability benefits or support.. The plan carries no set up or management fees, nor will it attract probate or other estate costs. A LifeTRUST plan allows parents to maintain their current lifestyle and to treat all their children equitably. Through this plan we have created million dollars in future financial security dedicated to enhancing the future lifestyles of a people with disabilities. For more information or a quotation contact us.
CHARITABLE REMAINDER TRUST
A lifeTRUST Plan also qualifies as a charitable remainder trust. Federal legislation allows Canadians to name a registered charity to receive the remainder of the funds in a trust. Their estate will receive a tax credit based on the future value of the trust. Information on this may be found on the Canada Revenue Agency's web site. www.cra.gc.ca
WHAT PEOPLE SAY ABOUT THEIR “Living Legacy” LifeTRUST Insurance Policy
The program has eased my mind from the terrible burden of what will happen to my son when I'm gone, who will support him and will he have all those extra's I've seen to while I was here.
John B Guelph Ontario Canada
A LifeTRUST Policy through LifeTRUST Planning that we now have in place, has given us the peace of mind that our son will be adequately taken care of regardless of future government funding.
Jacqueline D Toronto Ontario Canada
We found the plan, one that can assist families as they prepare and plan for the care and financial security of their family member, after the death of the parents without jeopardizing their child's government support.
John A Executive Director Community Support Services
Barrie Ontario Canada
Their thoughtfulness and kindness was appreciated in times of crisis.
Sue Yuen London Ontario Canada
To create a “Living Legacy” for your child contact us today!!!
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Cherish your wishes and your dreams, as they are the children of your soul and the blueprints of your ultimate achievment