Help Maximize the Estate Value of the Holdings in Your Client’s TFSA The TFSA Estate Maximizer strategy is designed to optimize the estate value of holdings in a TFSA that are not required for retirement income. It works by systematically transferring the accumulated savings in a TFSA and redirecting some future annual TFSA deposits to purchase a permanent participating life insurance policy. Get Started: Make sure you have the most up-to-date software Download: new consumer flyer with detailed case study |