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Category: Life Insurance

The Clock is Ticking!

June 21, 2016Corporate Insurance, Estate Planning, Life Insurance, Tax Planningimport

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

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Do You Need Individual Life Insurance?

May 16, 2016Employee Benefits Program, Estate Planning, Life Insuranceimport

Canadians may need to rethink their risk management In a recent study conducted by the Life Insurance and Market Research Association (LIMRA), it was reported that 61% of Canadians hold some form of life insurance.  Surprisingly, it also revealed that…

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Taxation of Life Insurance – New Rules Offer a Window of Opportunity

March 21, 2016Estate Planning, Life Insurance, Tax Planningimport

Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs.  Soon the amount of funds that can be tax sheltered within a life insurance policy…

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The Corporate Extraction Strategy

December 14, 2015Corporate Insurance, Life Insuranceimport

Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV).  When handled properly, it will result in withdrawing capital from the…

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Juvenile Critical Illness with Return of Premium

October 19, 2015Critical Illness Insurance, Juvenile Insurance, Living Benefitsimport

Protection if you need it.  A refund if you don’t. Critical Illness Insurance – Not Just for Adults Most of us have experienced or known someone whose family has been greatly impacted by a parent being diagnosed with a life-threatening…

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The Best Way to Insure Your Mortgage

September 14, 2015Life Insurance, Mortgage Insuranceimport

If you have a mortgage it makes good sense to insure it.  Owning a debt free home is an objective of any sound financial plan.  In addition, making sure your mortgage is paid off in the event of your death…

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The Estate Bond

August 18, 2015Estate Planning, Investing, Life Insuranceimport

Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond.  Many become risk adverse and move their assets into fixed income type investments.  Unfortunately this often results in the assets being…

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Pay Attention to Your Beneficiary Designation

July 20, 2015Estate Planning, Life Insuranceimport

It’s more important than you think Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Estate – the default choice Many people choose to name their…

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Group Insurance – Only Part of the Solution

March 15, 2015Employee Benefits Program, Life Insuranceimport

Ownership of individual life insurance at its lowest level in 30 years The Life Insurance and Market Research Association (LIMRA) 2013 study shines a light on a developing problem for Canadian households: Individual ownership of Life Insurance was at its…

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Is it Time for your Insurance Audit?

January 18, 2015Estate Planning, Life Insuranceimport

Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your…

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Contact Us

Eric Lidemark CLU, CFP, CHS
Lidemark Financial Group Inc.
eric@lidemark.ca
Office: (604)538-6565
Cell: (604)351-4507
#130-2655 King George Blvd.
Surrey, BC V4P 1H7

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Statement of Commitment to Clients: My commitment to you is to act with the care and diligence of a reasonable and prudent person conducting his or her own financial affairs. Statement of Financial Advisor Role: We believe our best tool is the ability to ask questions. While financial problems may be complex, the solutions often are not. There is strength in simplicity for most clients.

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