PRESENTATION TITLE:
Preserving Wealth and Reducing Taxes: Whole Life Insurance Strategies for Physicians
PRESENTATION OBJECTIVES:
- Understand the Tax Advantages of Whole Life Insurance for Physicians
- Discover the Investment Stability Offered by Whole Life Insurance
- Explore the Role of Whole Life Insurance in Tax-Efficient Corporate Investments and Wealth Transfer
Dr. Mike Long BSc, MD, CFPC is a family physician and the founder of Aurora Family Health Clinic and Mountdale Medical Centre in Thunder Bay, Ontario. He is an Assistant Professor at NOSM University, with a special interest in mentoring residents and physicians on various finance topics. Dr. Long is a serial entrepreneur with a passion for small business and real estate ventures.
