Wiest Insurance and Investment Management
420 - 13th Street North T1K 6W2 Lethbridge, AB, Canada
Category
General Information
Locality: Lethbridge, Alberta
Phone: +1 403-380-6280
Address: 420 - 13th Street North T1K 6W2 Lethbridge, AB, Canada
Website: www.wiim.ca
Likes: 71
Reviews
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Just a heads up for anyone who has been thinking about doing life insurance planning for you and your family...due to a continued low interest rate environment, we have seen insurance companies around the country increasing their rates. One of the largest insurance companies just announced a 6% increase in life premium rates starting July 27th. If you want to beat the increase...please reach out! Cheers!
If you have a corporation or small business, be prepared for the new passive investment income rules starting in 2019. Using a corporately owned insurance policy to tax shelter your savings could make a lot of sense...
Haven't posted some great results in a while...we had clients who were paying $6,500 a year to insure $2M worth of farm land debt at their current lending instituation. They just recently expanded their farm, and needed $4.75M worth of insurance...we successfully put this in place for $8,000 annual premium. Increase their coverage by almost $3M and it only costed an extra $1,500 a year!! It is easy and free to have me see how much money I can save you on your mortgage or farm land insurance. Being an independent advisor, I have the ability to shop my clients out to every insurance company to find the best rates and the best products!
Let’s be clear: Miss just 10 big days in the stock market over 20 years while you’re trying to time the bottom, and your ROI gets cut IN HALF.
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