S & V Planning

 



S&V Planning offers a selection of PowerPoint presentations for your use.

Basic Financial Planning – Generic

The Mystery of Life Insurance – Generic

What Are Segregated Funds – Generic

Critical Illness ‘Lifecheque’ – Manulife

Critical Illness ‘LifeAdvance’ – Canada Life

Long Term Care – Generic

Long Term Care – Manulife

Capital Dividend Bond - National Life

Insured Annuity – Standard Life

Living Buyouts for Business Owners – Standard Life

Planned Giving – Generic

Holdcos and Double Taxation – Transamerica

Senior Security (Maximizing Income and Estate) – S&V Planning

Trusts (What they are and when they should be used) - Generic

The 250% Rule – IA Pacific

 




 

This website is intended for use solely by Financial Planners and Life Insurance Advisors.
It is not intended for use by the public.

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