Strategies and Products

How many of the strategies or products listed below do you currently have as part of your financial life? If you are like most people, you may have several. There are many advantages and disadvantages of each strategy or product listed below. You deserve a complete and comprehensive evaluation of these strategies and products in order to assess their value to you and your family.

What you may not be aware of is that you could unnecessarily be losing a significant amount of money and protection over your lifetime if the strategies and products listed below are not properly coordinated and integrated to enhance the advantages and minimize the disadvantages.

Through a comprehensive LEAP® evaluation these financial strategies and products will be shown either to be appropriate or inappropriate in your own financial situation.

STRATEGIES

PRODUCTS

Taxable Compound Interest Canada Savings Bonds
Dollar Cost Averaging Non-matched Registered Savings Plans
Dividend & Capital Gain Reinvesting Low Yielding Savings Accounts
Prepaying a Mortgage Credit Card Debt
Low Deductible on Insurance 10 or 20-Year Term Life Policies
In-Trust-For Accounts for Minors & RESPs Long-Term Investing
Tax Deferral Strategies Survivorship Life Insurance
Buy Term and Invest the Difference

 

Click here to see how one of the strategies listed above may be problematic for your wealth building process.