Tax Guidance You Can Trust
Our team at Capital for Life strives to provide helpful life insurance tax assistance based on our training and research. We can explain general tax principles and procedures, direct you to government tax resources, and offer broad tips and guidance on life insurance tax matters. However, we do not provide detailed, personalised tax planning or advice - those services require formal regulatory registration.
For your protection, we avoid offering specific life insurance tax advice tailored to your situation. Please consult a certified tax advisor, accountant or attorney for professional tax advice customised to your needs. If you would like us to refer you one of our trusted professionals, please ask us and we will be delighted to do so.