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achan@sbslp.ca
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Category: Life Insurance

Thinking of Cancelling Your Life Insurance?

February 20, 2017Finance, Life Insurance, Life StagesBelvedere Financial

Have you found yourself wondering if you really need that life insurance policy you pay for every month?  You are not alone. As time goes on we often forget the reasons behind purchasing the amount and type of coverage we…

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Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability

October 24, 2016Estate Planning, Finance, Life Insurance, Living Benefits, Will PlanningBelvedere Financial

The Sandwich Generation was a term coined by Dorothy Miller in 1981 to describe adult children who were “sandwiched” between their aging parents and their own maturing children.  There is even a term for those of us who are in…

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Occasional Marijuana Users Get a Break

September 8, 2016Finance, Life InsuranceBelvedere Financial

With the federal government heading towards the legalization of personal marijuana use some life insurance companies have announced that occasional marijuana smokers would now be considered as non-smokers on new applications for life insurance and in some cases critical illness…

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The Single Premium Insured Annuity

August 22, 2016Estate Planning, Finance, Investing, Life Insurance, Retirement Planning, Tax PlanningBelvedere Financial

Available until January 1, 2017 A New Approach  A new method of structuring an insured annuity has restored its favourable results.  The new approach involves combining the prescribed annuity with a Universal Life policy. The UL policy is funded with…

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Family Business Planning Strategies

July 18, 2016Business Succession Planning, Corporate Insurance, Finance, Life InsuranceBelvedere Financial

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good.  This has not changed over the years. Statistics show…

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The Clock is Ticking!

June 19, 2016Corporate Insurance, Finance, Life Insurance, Tax PlanningBelvedere Financial

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

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Do You Need Individual Life Insurance?

May 16, 2016Employee Benefits Program, Estate Planning, Finance, Life InsuranceBelvedere Financial

Canadians may need to rethink their risk management In a recent study conducted by the Life Insurance and Market Research Association (LIMRA), it was reported that 61% of Canadians hold some form of life insurance.  Surprisingly, it also revealed that…

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Taxation of Life Insurance – New Rules Offer a Window of Opportunity

March 21, 2016Estate Planning, Finance, Life Insurance, Tax PlanningBelvedere Financial

Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs.  Soon the amount of funds that can be tax sheltered within a life insurance policy…

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The Best Way to Insure Your Mortgage

September 14, 2015Finance, Life Insurance, Mortgage InsuranceBelvedere Financial

If you have a mortgage it makes good sense to insure it.  Owning a debt free home is an objective of any sound financial plan.  In addition, making sure your mortgage is paid off in the event of your death…

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The Estate Bond

August 18, 2015Estate Planning, Finance, Investing, Life InsuranceBelvedere Financial

Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond.  Many become risk adverse and move their assets into fixed income type investments.  Unfortunately this often results in the assets being…

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Contact Us

Alex Chan, RHU, CHS, CFSB, CPCA, EPC, CFP, CLU | Certified Financial Planner & Chartered Life Underwriter

Mobile: (604) 649-3829
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About

Alex was born in Hong Kong and moved to Vancouver BC at the age of two. Soon after attending Simon Fraser University, he entered into the Life Insurance Business as a career agent with Manulife Financial. Having had a successful start with many Million Dollar Round Table level production years in the agency system, Alex joined an independent Managing General Agency (MGA) as an advisor, manager and later as a partner.
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