Hi there,

Thinking about buying permanent life insurance because it “builds wealth”?

Permanent life insurance policies like whole or universal life are often sold as investment tools. The promise? Lifetime coverage and cash value growth.

But here’s what they don’t always tell you:
High fees, slow returns, surrender charges, and the risk of locking your investments inside a complex product you don’t fully control.

In this week’s article, we walk through the real risks and rewards of using life insurance as an investment strategy and who might actually benefit.

Curious if your policy is the right fit?

Let's chat.

(No pressure, just clear advice.)

Talk soon,

David

Personal Income Tax Deadlines in 2025:

• Income tax return filing for individuals: April 30

• Income tax return filing for self-employed individuals: June 15

Upcoming Bank of Canada Interest Rate Announcements: 

• June 4, 2025

• July 30, 2025

• September 17, 2025

Canada Child Benefit (CCB) Payments:

• May 20, 2025

• June 20, 2025

• July 18, 2025

Want to learn more? Lets talk

David Pipe is a Mortgage Agent of TMG - The Mortgage Group, FSRA  #10315

Validate my license: Mortgage Agent | Life Insurance

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