Hi there,

Ever thought about dipping into your life insurance early?

It’s possible, but it’s rarely painless.

Surrender charges and tax penalties can seriously shrink your payout. But here’s the thing: early withdrawals aren’t your only option.

Let's break down the hidden costs of cashing out your policy, and the smart alternatives that could save you thousands.

Have questions? Let's chat.

(No pressure, just smart planning.)

Talk soon,

David

Personal Income Tax Deadlines in 2025:

• 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:

• June 20, 2025

• July 18, 2025

• August 20, 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

This email was sent to _t.e.s.t_@example.com from David Pipe at WealthTrack. If you don't want to receive any more helpful emails like this, hit reply and say no thanks

Unsubscribe | Update My Preferences

WealthTrack, 3-304 Stone Road West, Suite 150, Guelph, ON N1G4W4, Canada