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          Corporate mailing address
          ivari
          200-5000 Yonge Street
          Toronto, Ontario M2N 7E9
        • Policy-related contact
        • Are you a policyholder with ivari?
          Please use this mailing address for all policy-related correspondence

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          ivari
          P.O. Box 4241, Station A
          Toronto, ON M5W 5R3
        • Customer service
        • Toll free: 1-800-846-5970

          For general inquiries:
          [email protected]

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Family Wealth Transfer Strategy from ivari

Do you wish you could:

  • Provide financially for the future of your children?
  • Give while you are still alive rather than just at death through your will?
  • Create an inheritance for your child that is affordable?
  • Provide money for your children with minimal, or no, tax consequences?
  • Gift while you are still alive, yet still maintain control of your assets and benefit from the tax-deferred savings?

Now you can!

By using the Family Wealth Transfer Strategy, you can efficiently transfer non-registered assets to your children1 and increase the value of your estate at death. This is done by minimizing income taxes and bypassing probate and estate fees, all while providing your children with valuable lifetime insurance protection.2

Talk to your advisor to see if the Family Wealth Strategy from ivari is right for you.

  1. The definition of child is very broadly defined and includes natural child, grandchild, adopted child, stepchild, child of a spouse; a person who, at any time before the person attained the age of 19 years, was wholly dependent on the parent for support and was in custody and control of the parent; a child of the person’s spouse or common-law partner, a spouse or common-law partner of the child.
  2. The amount of insurance protection on the child as well as any premium deposit must be financially justifiable and is subject to underwriting requirements and considerations.

Disclaimer

This article is intended for general information purposes only and should not be considered specific or personal investment, insurance, estate planning, legal or tax advice or a solicitation to purchase insurance. Nor should any medical information provided in this article be considered medical or health advice and should not be considered a substitute for advice from a qualified medical professional. While reasonable efforts have been made to ensure that the contents of this article have been derived from sources believed to be reliable and accurate at the time of publication, ivari does not warrant the accuracy or completeness of the information contained herein.

For your convenience, this article may provide links to third-party sites, ivari makes no representations about these sites and access by you is at your own risk.

References to any products or services by trade name, trademark or otherwise, does not constitute or imply endorsement, recommendation or validation by ivari.

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  • Life stages
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P.O. Box 4241, Station A
Toronto, ON M5W 5R3

416-883-5000 . Telephone
1-800-846-5970 . Toll free
[email protected]

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ivari is a member of Assuris. Assuris is the not for profit organization that protects Canadian policyholders in the unlikely event that their life and health insurance company fails. Details about Assuris protection are available at www.assuris.ca.

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