Financial Security

Bequest Insurance

Live Well and Leave a Legacy

Financial security

“A goal without a plan is just a wish.” 

Antoine de Saint-Exupéry, French Author (1900 – 1944)


10 important goals you can achieve as a Bequest Insurance client


Bequest Insurance's advisors can help you achieve some of your most important financial and personal goals, at no additional cost to you:

  1. Never run out of money, thanks to our guaranteed-for-life income plans
  2. Shelter your excess savings from tax
  3. Leave more to your beneficiaries
  4. Offset or eliminate estate income and capital gains taxes
  5. Reduce or eliminate estate probate taxes
  6. Reduce or elimate estate fees
  7. Keep your estate distribution intentions private and incontestable*
  8. Protect your estate assets and your beneficiaries against creditors*
  9. Donate more to your favourite charities and help make the world a better place!
  10. Make your executor's job easier, and reduce or eliminate their liability risks

If you want a solid plan created to meet or exceed your personal goals, contact Bequest Insurance today!

      *Ask us about the few exceptions that apply