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Tayler Insurance: Annuities & Income for Life

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Tayler Insurance: Annuities & Income for Life

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Tayler Insurance in Barrie offers annuities to provide a secure monthly income, independent of stock market volatility. These annuities can be structured to secure a person's legacy by ensuring beneficiaries receive a guaranteed lifetime monthly payment, bypassing probate and allowing for gradual distribution of inheritance. The company also provides a range of other financial services, including wealth management and retirement planning, to help clients achieve future financial security.

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Income For Life | Annuities | Tayler Insurance

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Explore guaranteed income and long-term planning with annuities. Customized options are at your disposal. Find out more!

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Protect Your Mortgage & Family with Mortgage Creditor Insurance

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Protect Your Mortgage & Family with Mortgage Creditor Insurance

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Secure your mortgage and your family's financial future with Mortgage Creditor Insurance. Our policy helps cover your mortgage payments in the event of job loss, disability, or critical illness.

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Mortgage (Creditor) Insurance vs Personal Life Insurance | Barrie ON – Tayler Insurance

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Understand the difference between mortgage creditor insurance & personal life insurance. Learn why personal coverage gives your family more control over insurance benefits.

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Critical Illness & Disability Insurance: Protect Your Income in Barrie, ON

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Critical Illness & Disability Insurance: Protect Your Income in Barrie, ON

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Secure your financial future against injury or illness. Learn the difference between Critical Illness (tax-free lump sum) and Disability Insurance (income replacement) and get insured with Tayler Insurance in Barrie

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What is Critical Illness Insurance?

Life happens, and an unexpected health diagnosis can derail you or your loved one from working or earning an income.

If you, your partner or your child are diagnosed with a severe life-changing illness, a critical life insurance policy will provide a tax-free, lump-sum payout.

With critical illness insurance, you can:

Replace your income while you take time off work to recover or care for a sick family member

Maintain your business operations and choose to pay your monthly mortgage and debts

Pay for extra medical and wellness expenses not covered by the provincial health plan

Pursue alternative care or seek out-of-country treatments

Cover transportation and parking costs of treatment

Fund accessibility home renovations

The primary purpose of a critical illness insurance policy is to reduce your financial stress so you or your loved one can focus on recovery and maintain your family's lifestyle without tapping into or completely draining your retirement savings.

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Comprehensive Critical Illness & Disability Insurance | Barrie ON - Tayler Insurance

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Protect your future with critical illness & disability insurance. Receive income protection, pay for medical expenses, and keep your family financially stable. Contact us now.

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Personal & Term Life Insurance in Barrie, ON | Tax-Free Family Security

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Personal & Term Life Insurance in Barrie, ON | Tax-Free Family Security

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Secure your family's future with affordable Personal and Term Life Insurance from Tayler Insurance in Barrie. Get tax-free security to cover mortgages, debts, and final expenses

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Personal Life Insurance | Term Life Insurance | Barrie ON - Tayler Insurance

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Explore the benefits of personal life insurance, from lifetime coverage, tax-free security to debt protection. Contact us to customize your insurance plan today.

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Key Person Corporate Insurance – Protect Your Business with Tayler Insurance

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Key Person Corporate Insurance – Protect Your Business with Tayler Insurance

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Learn how Key Person Corporate Insurance from Tayler Insurance & Estate Planning helps safeguard your company’s financial stability if a vital employee, partner, or executive unexpectedly passes or becomes disabled. This business-owned life insurance provides crucial funds to maintain operations, cover lost revenue, support succession planning, reassure creditors, and give your business time to find and train replacements — ensuring continuity and long-term resilience

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Financial Planning & Wealth Management | Barrie, ON

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Get tailored financial planning, wealth management, & estate planning services. Contact us to secure your family's financial future!

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Use CPP as a Force for Good — Creative Financial Planning with Tayler Insurance

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Use CPP as a Force for Good — Creative Financial Planning with Tayler Insurance

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Discover how you can use your Canada Pension Plan (CPP) beyond traditional retirement income — as a powerful tool to build long-term wealth and support the financial future of loved ones. This article from Tayler Insurance & Estate Planning shares inspiring real-life strategies, like leveraging CPP benefits to fund life insurance for grandchildren and create lasting multigenerational financial security.

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For many wealthy retirees, their Canada Pension Plan payment is just icing on the cake. For affluent Canadians, it's more of a tax hiccup than a meaningful source of income. Instead of using CPP in its traditional manner, one can choose to use it as a force for good.

Jim and Cathy Gauci, age 65, have recently retired. They sold their business and worked with their professional advisors to complete an estate freeze and take advantage of their capital gain exemption limits. Now in their second year of retirement, they turned on CPP and will each receive the max payment of $1364.60 monthly (over $16k annually for each, taxable income). At their level of wealth, they don't need this extra money to support their lifestyle.

This couple have always wanted to be generous and support their local hospital beyond their annual $1000 donation. They want to leave a significant charitable legacy as their children were well cared for in the neo-natal unit decades ago.

Cathy embraced the idea of using her CPP as a force for good. At age 82, she passed away. Her CPP created a $400,000 donation to the hospital. Recently, Cathy's great granddaughter was born in that hospital, and the family waited for the happy news in "Cathy Gauci's Teddy Bear" space.

In addition, Cathy's estate received a charitable donation receipt for $400,000. This incredible legacy strategy reduced Cathy's terminal estate tax by 100%, and reduced the income tax she paid the year before, creating a refund. Cathy's heirs received a better-than-expected inheritance, the hospital has new equipment for newborns and the CRA got less tax. Win. Win. Win.

Use your CPP as a multiplier and a force for good, just like Cathy.

Taivi Tayler, RRC, CLU, Certified Financial Planner
www.taylerinsurance.com
Source: https://www.canada.ca/en/services/benefits/publicpensions/cpp/payment-amounts.html ; Manulife Mar25.2024

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Use Canada Pension Plan as a Force for Good

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Instead of using Canada Pension Plan in its traditional manner, one can choose to use it as a force for good. Check out how Cathy used her CPP as a multiplier and a force for good.

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The Gift of Education: Smart Financial Planning for Post-Secondary Success

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The Gift of Education: Smart Financial Planning for Post-Secondary Success

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The Gift of Education” highlights the long-term value of investing in education and explains how early financial planning can help families prepare for post-secondary expenses. Education is presented not only as an academic opportunity but as a lifelong gift that supports personal growth, career advancement, and financial independence. As tuition and living costs continue to rise, proactive planning becomes essential for parents, grandparents, and guardians who want to support a child’s future educational journey.

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The Gift of Education - Financial Advice for Students

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It’s the holiday season and there is one type of gift that will carry a young person through their entire life. It is the gift of education.

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Financial Planning: The Priority List of Who Gets Paid First When You Die

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Financial Planning: The Priority List of Who Gets Paid First When You Die

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When an estate is settled, there is a specific legal order for who gets paid first. Learn the hierarchy of creditors, funeral costs, taxes, and beneficiaries to ensure your financial plan protects your loved ones from unexpected debt.

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Financial Planning - Who Gets Paid First When You Die

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Does your will pays debts and taxes before your loved ones? Learn how financial planning can protect your estate and ensure your family—not the CRA—gets what matters most.

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The "Warm-Handed" Grandparent Strategy: How to Build a Tax-Free Legacy

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The "Warm-Handed" Grandparent Strategy: How to Build a Tax-Free Legacy

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Don't let taxes eat away at what you want to pass down. Discover how a simple "warm-handed" participating life insurance strategy allows grandparents to protect family wealth, minimize CRA taxes, and build a massive, tax-free legacy for their grandchildren.

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Grandparent Strategy: Protect Wealth, Build Legacy

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Grandparents have the power to leave more than memories. Discover how a small annual gift today can grow into a tax-free legacy for your grandchild’s future. Be warm-handed—because they all grow up eventually.

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Do You Want To Save Millions? | Tayler Insurance

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Do You Want To Save Millions? | Tayler Insurance

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Looking to protect your wealth? A permanent life insurance strategy owned by your corporation is tax-exempt and could save your estate millions in taxes.

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Do You Want To Save Millions? | Tayler Insurance

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Looking to protect your wealth? A permanent life insurance strategy owned by your corporation is tax-exempt and could save your estate millions in taxes.

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Financial Planner vs. Financial Advisor: What's the Difference? | Tayler Insurance

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Financial Planner vs. Financial Advisor: What's the Difference? | Tayler Insurance

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Understand the key differences between a financial planner and a financial advisor. Learn which financial expert aligns best with your money goals with Tayler Insurance.

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Financial Planner or Financial Advisor? Know the Difference

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Confused about financial planners vs financial advisors? Learn their roles, key differences, and how Tayler Insurance helps you build a stronger financial future.