Changes to Life Insurance Policies and the Implications on Estate Planning

Life Insurance Policies July 2016

As of December 31st, 2016, the Federal Government will be implementing changes to Life Insurance policies. These legislative changes will not only result in higher insurance costs, but will also affect the amounts that one can deposit into the investment feature within a Universal Life Policy. Consequently, if estate planning is within a five year time horizon, we urge you to engage us to better understand the implications of these changes and how they will affect your estate planning solutions moving forward.

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For more information, please contact your Zeifmans advisor or  Steve Roth.


Q&A with Partner, Jennifer Chasson

Q&A with Partner, Jennifer Chasson

With over 25 years of experience and 100+ successful transactions under her belt, Partner, Jennifer Chasson, brings invaluable expertise to the table. Whether it’s guiding as an advisor, mentor underwriter, ...