PJ Lynch, CLU, CHS

Insurance and Estate Planning Professional

[Financial Post @financialpost]

From liability to asset: Tapping the potential of insurance to maximize wealth https://t.co/i7cfIcHwbV

[PJ Lynch, CLU, CHS @PLynchFinancial]

https://t.co/KpxEKQk531

[Grant Hicks CIM @granthicks77]

I spent 5 years interviewing 233 millionaires—here are the 6 habits that made them ultra wealthy https://t.co/9yXmBbzQpN an interesting read for #wealthmanagement #financialadvisors clues on how to market to HNW

[Financial Post @financialpost]

Five smart ways to transfer wealth to your children, grandchildren https://t.co/uejIc1N8zj

[Power Forwards CFO Services @PowerForwards]

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[PPI News @PPINewsroom]

Today we celebrate the amazing women in our lives, those who have made incredible contributions around the world and defy all barriers. Happy International Women’s Day! #WomensDay2022 #breakthebias2022

[Thomas Kopelman 💵 @TKopelman]

Understanding compound interest is hard

Our brains don't comprehend it well

It's the reason many push off investing

Or look for the get rich quick scheme

Here's a 🧵 with some real life examples that will help understand compound interest and holding investments better

[PPI News @PPINewsroom]

Did you know that in certain circumstances life insurance premiums can be deductible? Yup, they sure can! Read this article by PPI’s VP of Planning Services, Glenn Stephens, for Forum magazine to learn more. https://t.co/SGEJ07kFud

[Financial Post @financialpost]

How to minimize tax and maximize impact when passing your savings to the next generation https://t.co/O3dPTWbz71

[Bloom Wealth Inc. @BloomWealth]

Small changes in the morning can yield huge benefits throughout the day. Begin 2021 by ditching a few of your worst morning habits. https://t.co/OwWkk7ZjM0

[PPI News @PPINewsroom]

2020 has been a challenging year. Today more than ever, it’s important to take the time to reflect on and honour the many Canadian men and women who fought for our freedoms and values. Thank you for your service. We remember. #RemembranceDay2020

[PPI News @PPINewsroom]

Your client runs a successful business, but as the business grows, so do their tax headaches. The CDA may be the solution! Read this article to learn how the CDA can help your client with tax efficiencies and savings for their business. https://t.co/a8IIl8KTkh #Advisortalk

[Bloom Wealth Inc. @BloomWealth]

'Giving while living' can be seen as a movement for billionaires, but we should all be planning to pass on our wealth while we are still alive. Bequests are more use to the recipient the earlier in their life that they receive them. https://t.co/KmJlwyJPiA

[PJ Lynch, CLU, CHS @PLynchFinancial]

Term life insurance is a great way for families to find an affordable way to financially protect the future in case a parent passes away. https://t.co/Y6fhmeTPVo

[PJ Lynch, CLU, CHS @PLynchFinancial]

https://t.co/KU7RzQN8Pv

[PJ Lynch, CLU, CHS @PLynchFinancial]

Battered by a medical and economic calamity, the focus in many organizations is switching from the immediate to medium-term, and with that is coming a realization of the importance of resiliency. https://t.co/iIFWB2x5wm

[PJ Lynch, CLU, CHS @PLynchFinancial]

The CEBA will provide interest-free loans up to $40,000 to small businesses and not-for-profits, to help cover their operating costs during a period where their revenues have been temporarily reduced until December 31, 2022. Here is how to apply! https://t.co/xkTkAn4l98

[PJ Lynch, CLU, CHS @PLynchFinancial]

Important changes to the Canada Emergency Response Benefit which will help small business owners during this unprecedented time. https://t.co/pGuA9LEoL5

[PJ Lynch, CLU, CHS @PLynchFinancial]

It can be confusing to know what benefits are available to you and your family during this time of uncertainty. Here is a chart to help you determine what you may be eligible for.
https://t.co/9YrJqv9kC4