For this Sightline Manager Discussion, Sightline’s Paul de Sousa speaks with Chad Larmond, founder and principal of Larmond Risk Management Insurance. Larmond created Larmond Risk Management in 2011 to help business owners, professionals and executives in securing the future of their families and businesses. During this conversation, de Sousa and Larmond discuss creative ways to use your insurance policies for cash flow, estate planning and tax planning purposes. They also cover several new developments in the industry as a result of the COVID-19 pandemic that are aimed at helping policyholders obtain, use and pay for their insurance policies. Specifically, de Sousa and Larmond discuss:
- Steps people with and without insurance should take during this turbulent time
- The most frequent problems found in insurance policies
- Types of planning Larmond Risk Management Insurance is currently doing with their clients
- The new underwriting requirements from the insurance companies
- Ways insurance companies are providing relief for people financially affected by the pandemic
You can listen to de Sousa and Larmond’s conversation here. As always, please contact us at (416) 945-6228 with any questions.
Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts.
Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.
Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.