Video Library
Welcome to your ultimate guide to Whole Life Insurance!
Whole Life Insurance 101
Want to know more about Whole Life Insurance but don’t know where to start? These videos break down all you need to understand this powerful financial tool inside and out.
What is Whole Life Insurance?
We go through the basics of Whole Life Insurance. It’s a powerful financial tool that can help you enjoy a secure financial future with tax-free payouts, guaranteed returns, and lifelong coverage.
Whole Life Advantages for Business Owners
Whole Life Insurance isn’t just for individuals. We break down how business owners can leverage Whole Life Insurance as a low-risk investment that provides tax-advantaged returns and access to pre-approved lending facilities.
Who is Whole Life Insurance For? Not For?
See how Whole Life Insurance is perfect for financially stable individuals, diversified investors, and business owners with retained earnings seeking low-risk, reliable returns. However, it might not be suitable for those heavily invested in single asset classes, carrying significant debt, or not consistently saving.
Why You've Never Heard of Whole Life Insurance
Why don’t banks tell you about Whole Life Insurance? Well, there are certain things only a licensed advisor can help you with, and Whole Life Insurance is one of them. Find out why.
Whole Life Insurance for Your Child
For Canadian parents, setting up an RESP for your children is par for the course. Go the extra mile with Whole Life Insurance — it’s the perfect investment vehicle that provides stable, reliable returns and lifelong coverage.
Whole Life Insurance for Families
Most employers don’t offer nearly enough coverage for families. See how Whole Life Insurance can secure your family’s future by performing double duty as life insurance and a low-risk investment.
The Death Benefit for Whole Life Insurance
Whole Life Insurance has a death benefit that has a guaranteed payout. Learn how taking loans against your policy’s cash value affects it.
Our Success Stories
See how Whole Life Insurance transformed our clients’ lives. These videos showcase real success stories, highlighting the power and versatility of this financial tool.
Minimize Capital Gains by Mastering Real Estate Taxes
We helped our client save their family millions in potential capital gains taxes. Take advantage of Whole Life Insurance’s guaranteed death benefit and investment component to ensure a smooth transfer of wealth to the next generation.
Reducing Income Taxes for High Earning Small Business Owners
We slashed our client’s annual income taxes by hundreds of thousands of dollars. Watch our video to learn how Whole Life Insurance featured at the center of this strategic financial plan.
Tax Free Retirement Income With Whole Life Insurance
We set up an incredible retirement fund for our client. We discuss how Whole Life Insurance can offer a secure, tax-efficient way to supplement retirement income and grow your wealth at the same time.
Protecting Key Employees with Whole Life Insurance
We designed a strategy for our client that protects their business in case anything happens to their star employee. Watch our video to learn more about how key person insurance can potentially save your business from financial turmoil.
Whole Life Insurance Success Story - Igor Ignatev
Igor’s financial future completely transformed after a chance encounter at the boxing gym. See how Whole Life Insurance provided this IT professional with long-term stability, retirement security, and peace of mind for his family’s future in Canada.
About Lifestyle Legacy
Get to know us! Watch these videos for a glimpse into our company and meet the people behind it.
Who is Lifestyle Legacy?
With nearly two decades of experience in the financial services industry, Lifestyle Legacy is dedicated to educating Canadians about the benefits of Whole Life Insurance. Our goal is to empower families, individuals, and business owners to build lasting legacies.
Jamal Khan, Partner at Lifestyle Legacy
Meet Jamal Khan, partner at Lifestyle Legacy. A dynamic professional in the financial services industry, Jamal brings over sixteen years of experience as an entrepreneur, strategist, and educator.
Dean Ara, Partner at Lifestyle Legacy
Meet Dean Ara, partner at Lifestyle Legacy. With over two decades of experience in technology, digital marketing, and product management, Dean specializes in connecting great products to businesses and consumers.
How Lifestyle Legacy Got Started
How it all began! Dean shares why he chose Jamal as his financial advisor and the inspiration for starting Lifestyle Legacy.
FAQs
Curious about Lifestyle Legacy or Whole Life Insurance? Our FAQ videos tackle the most common questions we receive about our services.
FAQs: Whole Life Insurance as an Investment
A “safe investment” sounds too good to be true, right? Not when it comes to Whole Life Insurance. We break down 4 solid reasons for why it’s one of the most reliable financial tools available in Canada.
FAQs: Whole Life Insurance Premiums
Whole Life Insurance premiums can be confusing, but they don’t have to be. We explain 4 important things you need to know about your payments, from scheduling to factors that can affect your rates.