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Scott Mallender Insurance

Estate Consultant and Licensed Broker

(519) 979 4242

407-1855 Normandy St., LaSalle

scott@scottmallenderinsurance.ca

Resources

resources

We know you may have a lot of questions concerning the financial issues in your life. Everyone has different priorities based on their individual situation. Feel free to browse through this collection of articles and information pertaining to life insurance, investments, retirement plans, estate matters and much more. Discover the details you need in order to plan for what’s most important to you.

News Articles

  • Life Insurance – A Do-It-All Tool for the Wealthy
  • Life Insurance as a Valuable Tool for Tax and Estate Planning

Investments

Manulife Top Recommended Funds
Summary of Maximum Contributions & Benefits

Informative Brochures

  • Transferring Wealth Through Life Insurance
  • Have Your Cake and Eat it Too
  • Corporate Insured Retirement Program
  • Cash Surrender Value Lending Options
  • IFA’s for High Net Worth Clients
  • Leaving a Legacy at Death
  • Insured Annuities
  • Corporate Estate Bond
  • Wealth Transfer Strategy
  • CIRP for Shareholder Borrowing

Gifting Examples

  • My 2 Daughters, Jess & Bec – 25K TFSA, 12K Annually
  • 18 Year Old Male – Personal
  • 35 Year Old Male – 50K TFSA
  • 55 Year Old – Personal or Corporate

New Developments

Life Insurance

Life insurance isn’t taboo. It’s a creative tool

Life insurance is an extremely valuable tool in tax and estate planning. Here are some reasons why.

Insured Retirement Program

Insured Retirement Program

Sometimes, you really can have your cake and eat it too!

Corporate Estate Bond

Corporate Estate Bond

The Corporate Estate Bond – increase the size of your estate with tax-deferred life insurance policy protection.

Life Insurance is a Do-It-All Tool for the Wealthy

It’s hard to think of an advantage that average folks might have over the ultra-wealthy. But buying life insurance may be one.

Scott Mallender Insurance

Scott Mallender can provide you with affordable solutions for all your financial security and life insurance needs.

Put your trust in an experienced insurance broker and estate planning professional. Serving families in the Windsor and Essex County area Since 1983.

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Serving Windsor, Essex County, and Southern Ontario.

Contact

Scott Mallender Insurance
407-1855 Normandy St.
LaSalle, ON N9H 2R4
(519) 979 4242
scott@scottmallenderinsurance.ca

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