HFI Financial

Keith L. Hatton, CFP, CLU, ChFC, TEP

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Life, Accident & Sickness Insurance

Any necessary combination can be arranged by us through a multitude of Life Insurance carriers. More importantly is the consideration given to special needs with special products.

Life Insurance needs for individuals can provide protection for themselves, their family, their partners, or provide a tax sheltered investment.

For business owners, our ideas are invaluable such as:

1) A highly specialized "Indemnity" contract that automatically fluctuates with your business value to fund buy sell obligations on death perfectly. You will always have a tax free credit equal to the purchase price. A once in a lifetime contract that can increase by 200% every three years with no medical evidence for these increases up to 50 million dollars. (Initial medical evidence required).

2) A method by which one can receive a personal tax deduction for the amount of his shareholders loans owed to him by the company (while he /she is alive, of course).

3) An arrangement whereby the corporation can make deposits into a personnel tax sheltered growth asset with reduced taxable benefit.

 

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We are a Canadian Financial services organization specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning. We have also been very successful in reducing costs of employee programs and providing more tax effective compensation.

health, dental, rrsp, rrif, tax shelter, mutual funds, shared ownership, split dollar, segregated funds, bonds, life insurance, employee benefits, planners, financial, planner, pension plans, offshore, trusts, living buyout, universal life, IPP, rrsp maximums, disability insurance, RCA, levered, financial planning, estate planning, buy sell agreements, group insurance, group RRSP, accident and sickness insurance, Canadians Can Now Purchase an Affordable US Health Care Plan

We are a Canadian Financial services organization specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning.

Financial, RRSP, Mutual Fund, Estate Planning, IPP, RRIF, Employee Benefits, Life Insurance, Universal Life, Tax Shelter, Living Buyout, Financial Planning, Retirement Planning, Shared Ownership, Pension, Trusts, Offshore, Shareholder Agreements, Accident and Sickness Insurance, Group Insurance, Canadians Can Now Purchase an Affordable US Health Care Plan

Call us toll-free at (866) 444-2745 with questions or comments about this web site.

Copyright © 1996 - 2008 HFI Financial Group of Companies Last modified: December 14, 2008