Our Former Services
The Life Support System
The Life Support System helped life insurance advisors to build, implement and maintain customized, tax focused strategies for high net worth individuals.
The Custom Consultation
The Custom Consultation obtained access to TaxGen expertise outside the scope of other service packages.
The Policy Valuator
The Policy Valuator provided a one-stop service package that delivered an independent valuation of an existing life insurance policy prepared by a professional actuary.
The Speaker Package
The Speaker Package offered our expertise delivered in the format of an educational seminar.
Library
A resource of materials connected to estate tax planning with the use of life insurance in Canada.
 EPCV |
CALU |
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| CAGP |
STEP Canada |
