The sale of a business is a significant life event and can lead to many life insurance opportunities. In this episode, Hemal Balsara, Assistant Vice President, Tax and Estate Planning and Desiree D’Souza, Assistant Vice President, Tax and Estate Planning at Manulife chat about the different approaches to exiting a business and explain why life insurance can be a great tool for optimizing post-sale proceeds. Visit Manulife.ca/TheManulifeExchange to learn more.
The sale of a business is a significant life event and can lead to many life insurance opportunities. In this episode, Hemal Balsara, Assistant Vice President, Tax and Estate Planning and Desiree D’Souza, Assistant Vice President, Tax and Estate Planning at Manulife chat about the different approaches to exiting a business and explain why life insurance can be a great tool for optimizing post-sale proceeds.
Visit Manulife.ca/TheManulifeExchange to learn more.
Manulife’s business succession planning tax topic article:
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