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What is an Estate Bond?

A financial planning strategy that allows you to provide a larger legacy for those you care about the most; e.g. grandchildren, children, charity, etc.

How does it work?

- Funds earmarked for heirs are invested in an exempt life insurance policy. - Funds grow in a tax-sheltered account - Upon your death your heirs receive estate bond proceeds tax-free

What does Estate Bond offer?

- Large, immediate estate value - Tax-sheltered growth of cash values - Tax-free maturity value at death - No probate and potential creditor protection - It can be personally owned by you or by your corporation

Estate Bond and IRP are trademarks owned by Manulife Financial ®

AMIRI Wealth Management Inc. is a financial solutions firm. We assist our clients in protecting and preserving the quality of life throughout generations no matter what happens. We specialize in the following areas:

1. Tax & Estate Planning;
2. Buy & Sell agreement; and
3. Funds and investment planning.

Our belief in sound & secure investments alongside broad & permanent personal protection, forms the foundation behind our corporate motto : "Protecting and preserving, no matter what."

Personal long term care and retirement options and benefits for parents and/or seniors to ensure life with dignity and financial independence. Ways to turn your RRSPs into a guaranteed income for life plan or create guaranteed joint retirement income plans. Critical illness planning financially prepare for critical illness diagnosis by purchasing unrestricted critical illness insurance policies. Borrow money to purchase investment funds such as mutual funds or segregated funds using leveraged loans.

Iqbal AMIRI, EPC is an Account Representative of Manulife Investment Services Inc. Manulife Securities and the block design are registered service marks and trade marks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Securities Investment Services Inc. Mutual Funds are offered through Manulife Securities Investment Services Inc.

Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.: * Deposit Instruments: GICs, Canada Savings Bonds; * Fee for Service Financial Planning; * Estate Planning; * Tax Planning or Income Tax Preparation; * Insurance: Life, Accident, Sickness, Disability, General. Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

Iqbal Amiri and Manulife Securities Investment Services Inc.("Manulife Securities") do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Iqbal Amiri or Manulife Securities. The information in this communication is subject to change without notice.

Manulife Securities Investment Services Inc. is a member MFDA IPC

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