Thomas A. Rogers
CFP, CIM, FCSI, EPC
Toronto Office
Suite 1813
50 Cambridge Ave.
Toronto, ON
M4K 2L3
Tel: and Fax:
416-463-6880
tarogers@rogers.com
Insurance Planning
in association with:
PPI Financial Group
and
Ontario East
Insurance Agency Ltd.
site disclaimer
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All About The Flexible Universal Life Policy
One of many insurance solutions I have to offer.
A Flexible long term tax sheltered investment that allows...
- Tax free investment compounding + tax free payout to beneficiaries,
- Tax free investment access for illness or long term care needs,
- Enhanced future income for other needs at a lower tax rate,
- Maximizing investment sector by diminishing insurance component,
Appraisal of this insured sheltered investment includes...
- Clear disclosure of costs and assumptions within policy illustrated.
- An impressive comparison with an unsheltered investment.
- Things to look for when assessing Universal Life Insurance Policies.
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Appraisal Avenues to see Advantages of Universal Life Insurance.
 | A simple summary of Universal Life (UL) presented as a short " Sagacious Saga ".(the concept) |
 | Policy properties with 3 examples illustrating income & capital formation for age levels. (the advantages) |
 | Step by step, with example for tax defense, important features are explained. (the elaboration) |
 | How the policy works for value in life and beyond and what to watch for. (the detail) |
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My Composite...
Insurance Advisory
Financial Planning
Investment Service
Qualified Experience
Working Together
Dedicated to your financial needs
and your understanding of their solutions.
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