Insured Retirement Plan

An Insured Retirement Plan combines the benefits of Key Person Insurance and a Retirement Plan.

It protects the company with the life insurance on the key person and also gives the key person the opportunity to access funds within the policy on a tax-free basis to supplement their retirement needs, or in the case of a financial emergency.

This plan can be customized depending on the needs of the business and the insured and is a great way to combine the needs of both parties with a single solution.

Looking for retirement income planning? Your reliable, Sunil Bhushan Canadian source for retirement planning in Mississauga, Brampton, Oakville and Richmond Hill.

Wholelife Financial Services
Suite 302 (Lower Level),
4299 Village Centre Court
Mississauga , Ontario L4Z 1S2

Direct : 416-998-5656
Email :