Desjardins Insurance’s Essential Passive Income Concept (EPIC) is a
flexible, strategic planning approach that provides a tailored suite of solutions that can help your clients reduce their company’s current and future taxes, provide comprehensive risk management tools, and enhance their estate and retirement options.
An integrated planning approach for business owners and incorporated professionals
The EPIC solution helps to minimize the impact of the passive income rules. As well, it’s designed to delineate the impact of losing access to the small business deduction (SBD). It includes:
This integrated triple solution approach is what makes EPIC a flexible and unique sales concept by Desjardins Insurance with industry leading tools for advisors to work with business owners and incorporated professionals.
What’s in it for your clients?
With EPIC, your business owner and incorporated professional clients can expect to:
Reduce corporate taxes
|
Mitigate financial risk
|
Enhance retirement
planning options
|
Provide efficient
estate transfers |
This approach will help you assess the potential effects of the passive income rules on your client’s company.
Marketing material for clients
The EPIC client guide helps your clients understand the effects of the passive investment income rules and ways they can mitigate those effects.
EPIC client guide
Marketing material for advisors
These resources are available for you to better understand this new approach and how you can integrate it in your conversations with your clients.
EPIC planning process
EPIC questionnaire
EPIC checklist
EPIC research
EPIC report
To gain access to the marketing material for advisors and see if EPIC is the solution that could help you meet your client’s specific needs,
get in touch with your Regional Sales Director
