Life Insurance

There are a number of ways an individual can support the United Way with the use of either an existing or new life insurance plan; each with their own unique tax advantages.  For example, a new or pre-existing life insurance policy can be set up where by the monthly premiums are eligible to receive a charitable gift receipt for tax purposes every year the premiums are paid, OR, can be set up so that upon death.  Your estate receives a charitable gift receipt for the full value of death benefit saving your estate and heirs potentially thousands of dollars or more in taxes due.  We would be pleased to work with your trusted financial advisor or insurance broker for the best tax solution for you.


1362 Lambton Mall Road, Unit 10
Sarnia, ON N7S 5A1

(519) 336-5452 x 7