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The Forgotten Asset
Join Peter Merrick, an internationally recognized expert in life insurance solutions and learn about an often missed secure government sanctioned investment alternative. In this action-packed presentation you will leave with a new understanding and appreciation of why you need to include life insurance in your financial portfolio. Discover how participating and universal life insurance can maximize your returns while minimizing your tax liabilities. Leveraging government-legislated tax policies, these financial solutions offer tax-free growth, tax-free access to funds, and tax-free wealth transfer, making them indispensable tools for optimizing your financial future. Don't miss this opportunity to unlock the best-kept secret in financial planning and transform your investment strategy.
Peter J. Merrick, a trust and estate practitioner (TEP), has been a leading expert in cross-border risk management and business succession consulting since the early 1990s. He has authored three LexisNexis textbooks on business succession and estate planning and published over 800 articles in prestigious outlets like Bloomberg and The Wall Street Journal. Mr. Merrick was a columnist for LexisNexis' Lawyers Weekly and The Bottom Line for 18 years and was a financial commentator for Canada's largest news network for two decades. Mr. Merrick is a Canadian expat now residing in San Diego, California, specializing in cross-border and international risk management. He is the author of the bestseller "The King of Main Street" and is currently writing "It Begins With Gold" and a sequel to his first novel.
