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Videos

What is an insurance trust? Thumbnail

What is an insurance trust?

An insurance trust is a tool used to help ensure that proceeds from a policy are distributed to beneficiaries in the way that the policy holder intended.

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How it works Thumbnail

How it works

Series-T is a structure added to existing funds to provide a tax efficient cash flow for investors.

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When the ACB=0 Thumbnail

When the ACB=0

Series-T funds can provide a stable cash flow for many years. But what happens when all of the original investment has been returned as tax efficient return of capital?

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Death, fees and taxes Thumbnail

Death, fees and taxes

John Natale, Assistant VP, Manulife, covers strategies for ensuring a hard-earned nest egg left behind for loved ones is managed responsibly.

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The value of naming a beneficiary Thumbnail

The value of naming a beneficiary

John Natale, Assistant VP, Manulife, on the benefits of segregated funds for estate planning: Control, creditor protection, privacy, and reduced probate fees.

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