Demystifying Permanent Life Insurance | PWL Capital

This is a recording of our webinar Demystifying Permanent Life Insurance from October 4, 2023

Join PWL Capital's Jaclyn Cecereu and Jordan Tarasoff for a webinar explaining permanent life insurance. They will walk through the key details of these policies in plain language.

The discussion will cover:
The different types of permanent insurance and their unique features
An analysis of the potential returns on permanent policies after tax
Common reasons people buy permanent insurance and whether it's the best solution
The pros and cons of policy attributes like cash values, dividends, and premium payment structures
Behavioral biases that may lead some investors to favour permanent insurance
The conflicts of interest that can arise when insurance is sold as an investment

Whether you're considering permanent insurance or want to better understand policies you already own, this webinar aims to demystify these complex products. Jaclyn and Jordan will explain permanent insurance in straightforward terms to help you make informed decisions.

PWL Capital Inc. is a premier independent Canadian wealth management firm. Canadian high net worth families entrust PWL to manage their investment portfolios and provide them with comprehensive wealth management advice. PWL Capital Inc., with more than 90 employees, is a Broker Dealer and CIRO (Canadian Investment Regulatory Organization) member firm.

Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Canadian Investment Regulatory Organization (CIRO), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.

[barettmac]

Thanks PWL for continuing to provide well researched, important and clear financial information. I really appreciated your mission, and dedication to educating the public and help raise financial literacy.

[niranmojo]

Great webinar Jordan and Jaclyn. I relate to the content of this webinar very well, for i worked a year for a major Canadian insurance company.