6 Steps to Retirement Success

Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.

Accessing Corporate Earnings

Accessing retained earnings in a tax efficient manner can be challenging, we identify several methods to gain access to your earnings.

Vitality

In the 1940’s, insurance companies realized women live longer than men, hence the introduction of gender specific rates. In the 1980’s, the same industry found that non-smokers lived longer than smokers, therefore the introduction of smoker rates. Now for the first time in Canada a policyholder holds the power in their hands (and on their wrist) to control their insurance premiums. Sabre Strategic Partners is proud to partner with Manulife in their very exciting launch of Manulife Vitality. See the video or connect with our team for more.

Life Insurance Opportunities

Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.

Sit down with us to do a review prior to the changes coming into affect.