WEALTHinsurance (@markhalperncfp) 's Twitter Profile
WEALTHinsurance

@markhalperncfp

WEALTHinsurance.com is an independent HNW advisory firm specializing in Estate Planning, Life Insurance & Philanthropy.

ID: 600291946

linkhttp://WEALTHinsurance.com calendar_today05-06-2012 17:55:38

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I am writing from ideacity , enjoying the 2nd day of Moses Znaimer's amazing 3 day conference at Koerner Hall in Toronto, now celebrating its 20th anniversary. In previous years my role was limited to attending as a wide-eyed spectator, but this year was very different...more.

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Today it was my turn at center stage delivering my own "Ted Talk" following a warm intro from my client Moses. My presentation "The New Philanthropy" explained how ordinary people can use tax dollars for charity to create lasting legacies and inspire future generations .

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Check out my latest article: Could Ontario Be Next? Life Insurance For Charities Banned in B.C. linkedin.com/pulse/could-on… via LinkedIn

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Mrs. B, a 70 yr old widow with a $20M estate wants to eliminate estate taxes & leave a charitable legacy. Outcome: buff.ly/28Oxg5Z

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FORUM magazine interview: the importance of disability planning, including children/ parents with special needs. buff.ly/28OxrOR

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A 55 year old RE developer worth $50M hate life insurance. He used WEALTHinsurance®& saved $15 million. Details: buff.ly/28XHst6

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The Tax Grind impairs investment portfolios leaving investors with LESS than they started with. wealthinsurance.com/docs/TaxLetter…