Marco Cariati

08/24/2023

"🔒 Don't overlook the value of Permanent Life Insurance! 🔑💡

Life is full of surprises, and securing your future should never be overlooked. 💪🏼💼 Permanent Life Insurance offers more than just coverage; it's an investment in your peace of mind and your loved ones' financial stability. 💙💰

🌟 Unlike term insurance, Permanent Life Insurance doesn't expire. It's there for life, providing protection and even potential cash value growth. 💹💼

💡 Think of it as a safety net that grows with you. From building wealth to leaving a legacy, it's an essential tool to ensure your hard-earned assets are safeguarded and passed on to the next generation.

🔗 Don't let the future catch you unprepared. Explore the benefits of Permanent Life Insurance today. Reach out to us for personalized guidance and to learn how this often overlooked gem can be your family's greatest asset. 💎🛡️

"

https://financialpost.com/personal-finance/how-permanent-life-insurance-valuable-planning-tool (https://financialpost.com/personal-finance/how-permanent-life-insurance-valuable-planning-tool)

12/10/2021

When should you do estate planning?
When Does an Estate Plan Become Necessary? Many financial advisors would recommend starting an Estate Plan the moment you become a legal adult, and updating it every three to five years after that.

Call me for your personalized Estate Plan today.

11/15/2019

Are you a business owner?

You know how to build your business. Let me help you build your wealth with a financial security plan that can help you:

Increase returns
Take advantage of tax-efficient strategies
Make the best use of your cash flow and capital
Protect your business from volatility
Prepare for transition
Like a regular health check-up, scheduled regular reviews can help ensure the health of your plan, and help you grow your wealth.

The value of planning ahead

Don’t settle for a one-size-fits-all approach to your financial future.

Your financial security plan should be as individual as you are, and it should reflect your life stage, personal circumstances and future goals.

I can offer you the powerful combination of expert knowledge, experience and personalized service.

We will take the time to understand your current situation, help you identify your future needs and will work with you to customize a plan to help you meet them.

It’s a relationship that builds wealth and puts your financial future first.

Contact me directly at 416 553 7718 for your free 1 hour consultation.

10/30/2019

Make an impact with your philanthropic endeavours.

Your hard work and success have placed you and your family in a position to give back.

To help you have the greatest impact on the causes and organizations you care about, you need a clear plan for the future.

I can provide support as you look to make a difference.

This includes helping you:

• Align your philanthropic plans with the core values and issues that matter most to you and your family

•Identify a plan to involve your family – today and tomorrow

•Take advantage of tax efficiencies and benefits

The solution? To assist you with proper Estate planning contact me today. Contact me directly at 416 553 7718 for your free 1 hour consultation.

10/27/2019

The next step In your family's legacy

Sharing your assets with the next generation – now or in the future – is an important part of your legacy.

But transferring your wealth can get complicated. Early planning can help create a smooth transition.

By working closely with your family’s trusted advisory team, I can help identify intergenerational transfer issues that can arise, as well as:

Education funding
Income replacement
Key person coverage
Enhanced retirement planning
Tax-reduction strategies
Estate equalization
Philanthropic funding
Transfer your hard-earned wealth at every stage of life.



The solution? To assist you with proper Estate planning contact me today. Contact me directly at 416 553 7718 for your free 1 hour consultation.

10/13/2019

Hi this is Marco Cariati, for all your estate planning needs please contact me directly at 416 553 7718.

Hello, my name is Marco Cariati from Freedom 55 financial.  In today's blog we'll discuss the importance of estate planning.  Estate planning allows you to maintain control and manage your wealth that you have accumulated over a lifetime.  A succession plan may allow you to distribute your wealt...