DISCLAIMER
The information provided on this website is for general informational and educational purposes only and does not constitute legal, tax, accounting, financial planning, retirement, insurance, or investment advice. Nothing on this website should be construed as personalized advice or a recommendation to implement any specific strategy or purchase any financial product.
The strategies discussed, including but not limited to corporate-owned life insurance, personally owned life insurance, the Infinite Banking Concept (IBC), insured retirement strategies, and related planning approaches, are complex and may not be suitable for all individuals or businesses. Any references to potential tax advantages, growth, performance, or financial outcomes are based on current interpretations of applicable Canadian laws and are subject to change without notice. Actual results will vary based on individual circumstances.
The author is not acting as a tax advisor, accountant, legal professional, financial planner, or fiduciary. You are strongly encouraged to consult with your qualified tax advisor, accountant, legal counsel, and other appropriate professionals before making any financial decisions or implementing any strategy discussed on this website.
Life insurance products are subject to underwriting approval, policy terms, conditions, limitations, and applicable laws. Policy loans, withdrawals, and other features may impact policy performance, guarantees, and tax treatment.
While reasonable efforts have been made to ensure the accuracy of the information presented, no representation or warranty, express or implied, is made regarding its completeness, accuracy, or applicability. The author and any affiliated parties disclaim all liability for any loss or damages arising, directly or indirectly, from the use of or reliance on the information contained on this website.
This website is intended for Canadian residents only and is based on Canadian laws and regulations. By using this website, you acknowledge and agree to the terms of this disclaimer.
Contact Information
Will Moran, MA, HBA, CLU, CCIP
Moran Financial Inc.
Licensed in Alberta, British Columbia and Manitoba
780 438 0763
will@moranfinancial.ca
