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.

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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