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Our Solutions

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FOR FAMILY

  • Estate & Legacy Planning

  • Funding for Anticipated Taxes

  • Liquidity for Debt & Mortgage Clearance

  • Estate Equalization

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FOR BUSINESS

  • Key Person Executive Planning

  • Succession Planning

  • Liquidity Without Disposal

  • Debt / Share Protection

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FOR SOCIETY

  • Multiply your donations to the charity organisation of your choice

  • Donating a life insurance policy to a charity

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FOR RETIREMENT

  • Income Replacement

  • Asset Protection

Charles Monat © 2017-2021. All rights reserved. 

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