Скачать или смотреть Fast Five: Looking for safety & return in different ways with James Kopp

May 26th, 2021 - James Kopp, Vice President and Estate Planning Specialist at RBC Dominion Securities, joins Greg and Rob to outline the opportunities and differences between term and permanent insurance. James discusses the rising interest in permanent insurance policies for business owners and professionals, noting that clients can diversify their investments through this alternative investment vehicle, all the while maintaining market-like returns and lower risk levels. James also touches on tax advantages within these policies, the importance of taking out the correct amount of insurance, and which policies make sense based on your current goals, financial conditions, and stage of life.

Please enjoy this Fast Five. As always, feel free to pass the link along if you think friends, family or colleagues would appreciate the content, and reach out should you have a question or topic you believe needs to be further explored.


Disclaimer:
Nothing in this video constitutes legal, accounting, estate planning or tax advice and should not be relied upon as such. You are advised to consult with independent tax and legal advisors before taking any action based upon the information contained herein to ensure your won circumstances have been properly considered. All opinions and views expressed by the speaker(s) are not representative of views and opinions of RBC DS. All Information and opinions provided in this video are in good faith, but without legal responsibility.