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Empire Life is pleased to announce the release of the Tax Free Savings Account (TFSA) Estate Maximizer Strategy, a new Advanced Sales Concept from Empire Life, the only strategy of its kind on AddCALC.Symbol 105 – 1

The TFSA Estate Maximizer strategy is designed to optimize the estate value of holdings in a TFSA that are not required for retirement income.

It works by systematically transferring the accumulated savings in a TFSA and redirecting some future annual TFSA deposits to purchase a permanent participating life insurance policy.

The desired outcome of the strategy is to maximize the estate value of the holdings in TFSA accounts and bequeath these savings to heirs or favored registered charities. 

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New consumer flyer with detailed
case study. Now available on
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The Empire Life Insurance Company
259 King Street East, Kingston Ontario K7L 3A8
1 877 548-1881
info@empire.ca
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