Supervision Group’s Post

Seg Funds, what are they and are they right for you? Here's a great article to help you determine whether you should reach out to an Insurance Advisor, like my partners and I, to discuss some of the benefits further! #financialeducation #insurance #segfunds #financialplanning

Integrating #insurance into your #SMSF offers both flexibility and tax advantages but requires careful consideration and management to ensure compliance and optimal structuring. By understanding these aspects and planning effectively, you can maximise the benefits of your SMSF and provide robust financial protection for yourself and your beneficiaries. If you or someone you know is exploring insurance options within your SMSF that best suit your personal circumstances, we are here to help. Please feel free to reach out. #independentfinanicaladvice

Latest Q1 2024 insurance investment results Further results for #Q12024 arrive, including Mercury General Corporation, Lemonade, Beazley, Everest Group, Arch Capital Group Ltd., Hiscox, and SiriusPoint. Most companies report healthy investment returns for the first quarter - but who was seeing the best results? #assetmanagement #insurance #investment #investmentresults Read more here for more details 👇

"𝙃𝙚𝙡𝙥! 𝙈𝙮 𝙞𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙘𝙤𝙫𝙚𝙧 𝙞𝙣𝙨𝙞𝙙𝙚 𝙢𝙮 𝙨𝙪𝙥𝙚𝙧 𝙛𝙪𝙣𝙙 𝙞𝙨 𝙙𝙚𝙘𝙡𝙞𝙣𝙞𝙣𝙜.." When was the last time you reviewed your insurance inside your super fund..? Did you know that many of these group policies could have a level premium but declining levels of cover. Don't make the mistake of assuming that your insurance cover will be enough. #Insurance #Super #Superannuation #SuperFunds #AustralianExpats #AussieExpats #AustralianExpatInsurance

In the Globe and Mail, Andrew Feindel, Portfolio Manager, Wealth Advisor at Richardson Wealth, writes that the increase in the capital gains inclusion rate may force some Canadians to see the crucial role insurance can play as part of a holistic plan. Insurance planning can help minimize taxes, build wealth and protect against life’s uncertainties while leaving a lasting legacy. Read more: https://lnkd.in/gdc4XH24 *Globe Advisor subscription required. #RichardsonWealth #WealthManagement #Insurance

SMSFs should not purchase life insurance cover held within another super fund as this type of financial protection is not legally available to them. https://ow.ly/snfQ50RyfJV Jon de Fries Insignia Financial The Auditors Institute LTD #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine

Some people believe there are things they could probably be doing better financially, but they aren’t sure what they are. Take this quiz to help find out what you may be missing. Source: Northwestern Mutual Consumer Financial Blind Spots Survey, 2024 #NorthwesternMutual #NorthwesternMutualWestLA #WealthPlanning #WealthManagement #MultigenerationalWealth #EnduringLegacy #Insurance #Investments #FinancialPlanning #RetirementPlanning #BusinessSuccessionPlanning #ForbesBestInState #ForbesBestInStateWealthAdvisors #FinancialSecurity

Take a second look at this powerful financial tool. #NorthwesternMutual #NorthwesternMutualWestLA #WealthPlanning #WealthManagement #JohnCalvert #MultigenerationalWealth #EnduringLegacy #Insurance #Investments #FinancialPlanning #RetirementPlanning #BusinessSuccessionPlanning #ForbesBestInState #ForbesBestInStateWealthAdvisors #FinancialSecurity

Many Canadians do not know the location of crucial financial information relevant to their estate planning, such as shareholder and bond certificates, life insurance policies, and registered savings and investment plans. https://ow.ly/1exB50TfBGw #estateplanning #cpafirm #ottawa

Insurance is not just about planning for life's worst case scenarios. It's more than that. It's a financial planning tool. How? Let's deep dive into it. Tax Planning: Many insurance products offer tax benefits, such as deductions on premiums paid and tax-free payouts in case of certain events like death or disability. These tax benefits can help individuals reduce their tax liability and optimize their financial situation. Peace of Mind: Insurance provides peace of mind by mitigating financial risks associated with events like illness, accidents, or natural disasters. Knowing that you and your loved ones are financially protected in case of emergencies can alleviate stress and allow you to focus on other aspects of your life. Future Security: Insurance acts as a safety net by providing financial support to cover expenses such as medical bills, debt repayments, or funeral costs. This ensures that your financial goals and objectives remain intact even in the face of unexpected events. Investment: Insurance can also serve as an investment tool, offering opportunities for wealth accumulation and growth through products like cash-value life insurance or investment-linked policies. These products provide a combination of insurance protection and investment returns, allowing individuals to build wealth over time while ensuring financial security for their families. Overall, integrating insurance into financial planning is essential for achieving long-term financial stability and security. Having the right policies at the right time can save you from financial and mental crises. In the next post we will discuss about the different must have covers for individuals. #financialplanning #insurance