Assurance collectives | Avantages sociaux | Lussier Dale Parizeau

Planned Giving Insurance

Making a planned gift means believing in a noble cause and contributing to the sustainability of foundations and charities – but it is a legacy that must be well planned.

Charities are struggling to find funding for their daily operations, and making a planned gift could have a positive impact without changing your lifestyle.

It is important to have a financial and estate planning that reflects your wishes and goals, taking into account your personal, family, and tax situation.

Governments increasingly encourage giving to charities through significant tax benefits – either at the time of the gift or at the time of death.

A gift can be made under a will or through a life insurance, securities, or an annuity.

 

Because each situation is unique, Lussier Dale Parizeau’s financial advisors are here to guide you towards the insurance coverage that will meet your needs and ensure your peace of mind, and can guide you with your donation.

 

CONTACT OUR ADVISORS NOW!

 

5 reasons to choose Lussier Dale Parizeau

  • 1

    Peace of mind
    Our brokers and financial security advisors have a solution for every situation that takes into account your age, your occupation and your personal needs to protect your quality of life and your financial stability.

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    Competitive costs
    Thanks to our vast network of insurers, your Lussier Dale Parizeau broker can help you get you the best coverage and make the best investments to safeguard your assets and your lifestyle.

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    Leadership
    Isn’t it reassuring to deal with a prestigious and stable firm that has been standing by its clients’ side for decades?

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