WEALTHinsurance

is an independent HNW advisory firm specializing in Estate Planning, Life Insurance & Philanthropy.

[WEALTHinsurance @MarkHalpernCFP]

Check out my latest article: The New Normal? This Too Shall Pass https://t.co/nzscFfllJX via @LinkedIn

[WEALTHinsurance @MarkHalpernCFP]

Check out my latest article: Could Ontario Be Next? Life Insurance For Charities Banned in B.C.

https://t.co/b8zzdQqhNm via @LinkedIn

[WEALTHinsurance @MarkHalpernCFP]

Today it was my turn at center stage delivering my own "Ted Talk" following a warm intro from my client Moses.

My presentation "The New Philanthropy" explained how ordinary people can use tax dollars for charity to create lasting legacies and inspire future generations .

[WEALTHinsurance @MarkHalpernCFP]

I am writing from @ideacity , enjoying the 2nd day of Moses Znaimer's amazing 3 day conference at Koerner Hall in Toronto, now celebrating its 20th anniversary.

In previous years my role was limited to attending as a wide-eyed spectator, but this year was very different...more.

[WEALTHinsurance @MarkHalpernCFP]

Premiums jump in 3 weeks - https://t.co/ooW2reDzAJ

[WEALTHinsurance @MarkHalpernCFP]

The Tax Grind - https://t.co/6WQliopwpC

[WEALTHinsurance @MarkHalpernCFP]

The Tax Grind impairs investment portfolios leaving investors with LESS than they started with. https://t.co/C695AU3gZI

[WEALTHinsurance @MarkHalpernCFP]

Cdn. business owners can reduce the impact of #tax rule changes on corp. #investment income: https://t.co/Q66IsMvCKG

[WEALTHinsurance @MarkHalpernCFP]

Alternatives to RRSPs that will minimize taxes, maximize income & allow tax free transfer.
https://t.co/k7FQmiwqdY

[WEALTHinsurance @MarkHalpernCFP]

You'll be shocked at the financial fallout of divorce. Learn more: https://t.co/CQQO5jLipM

[WEALTHinsurance @MarkHalpernCFP]

A 55 year old RE developer worth $50M hate life insurance. He used WEALTHinsurance®& saved $15 million. Details: https://t.co/llqkBUHCNT

[WEALTHinsurance @MarkHalpernCFP]

Does stock-option taxation need a rethink? Read what Canadian entrepreneurs think: https://t.co/hRYx8gsFmz

[WEALTHinsurance @MarkHalpernCFP]

Tax time, 2016: A look at seven changes this year. https://t.co/3B74o6rpIr

[WEALTHinsurance @MarkHalpernCFP]

A 70 year old couple wanted to leave their estate, including $3M to their childrem. Success! https://t.co/UAVqcbdzgD

[WEALTHinsurance @MarkHalpernCFP]

Options are available to mitigate upcoming tax changes! Mark explains in The Bottom Line: https://t.co/y7XQt5jQYe

[WEALTHinsurance @MarkHalpernCFP]

Use (IFAs) to acquire life insurance at a fraction of the true premium cost: https://t.co/HAIAKWQZCQ

[WEALTHinsurance @MarkHalpernCFP]

FORUM magazine interview: the importance of disability planning, including children/ parents with special needs. https://t.co/WcXnsgtRqt

[WEALTHinsurance @MarkHalpernCFP]

Mrs. B, a 70 yr old widow with a $20M estate wants to eliminate estate taxes & leave a charitable legacy. Outcome: https://t.co/dMYO4iAHuZ

[WEALTHinsurance @MarkHalpernCFP]

How Canadians with U.S. assets can reduce stateside taxes: https://t.co/ScraUx5Htc

[WEALTHinsurance @MarkHalpernCFP]

Four ways CEOs can win back the public’s trust. There’s still hope: https://t.co/9PJQ7IIhqU