Thomas A. Rogers
CFP, CIM, FCSI, EPC Toronto Office
Suite 1813
50 Cambridge Ave. Toronto, ON
M4K 2L3
Tel: and Fax: 
416-463-6880
tarogers@rogers.com

Planning with Insurance in association with:
PPI Financial Group  and
Wise Riddell Financial Group

site disclaimer
All About The Flexible Universal Life Policy
One of many insurance solutions I have to offer.
A Flexible long term tax sheltered investment that allows... 
- Tax free investment compounding + tax free payout to beneficiaries,
- Tax free investment access for illness or long term care needs,
- Enhanced future income for other needs at a lower tax rate,
- Maximizing investment sector by diminishing insurance component,
Appraisal of this insured sheltered investment includes...
- Clear disclosure of costs and assumptions within policy illustrated.
- An impressive comparison with an unsheltered investment.
- Things to look for when assessing Universal Life Insurance Policies.
Appraisal Avenues to see Advantages of Universal Life Insurance.
A simple summary of Universal Life (UL) presented as a short " Sagacious Saga ".(the concept)
Policy properties with 3 examples illustrating income & capital formation for age levels. (the advantages)
Step by step, with example for tax defense, important features are explained. (the elaboration)
How the policy works for value in life and beyond and what to watch for. (the detail)

E-Mail to Tom

My Composite... 
Insurance Advisory
Financial Planning
Investment Service
Qualified Experience
Working Together

Dedicated to your financial needs
and your understanding of their solutions.