Wealth Transfer

A huge transfer of wealth has already begun.

This is the wealthiest generation in our history and without proper planning, much of that wealth will be inherited by the tax department.

We'll show you creative and risk-free ways to eliminate your tax bill today or at death.

Wouldn't you prefer to have control over where your money goes?

Please contact us today for your no-obligation consultation. We look forward to helping you and your family.

WEALTHinsurance.com®

WEALTHinsurance developed from 25 years of experience at illnessPROTECTION.com.

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To learn more simply fill out this form or call us at 416-364-2929 or 1-866-566-2001.

What Our Clients say

"It was a pleasure working with Mark. He was extremely professional and had a definite interest in the well being of my family, and protecting us against unforeseen harm. Mark took the time to work with me on various options, and we achieved the right protection for my family."
Grant Cansfield

Partner
Aird and Berlis LLP

"My company develops technologies that facilitate intelligent, interactive, state-of-the-art communications solutions. Mark Halpern delivers intelligent, state-of-the-art insurance solutions for me and family. I recommend him highly."
Mark Cohen
President
TouchLogic Corporation

"At Growth Equity Partners, we strive to support small to medium sized private and public companies, execute transformational business initiatives. These initiatives include capital raises, acquisitions, construction of new facilities, management buyouts and other transformational events that happen in the life cycle of the company. As experienced professionals, we see our clients as our partners and invest with the same risk and reward profile as the entrepreneurs we work with.
By practicing what I preach, I too retained an expert to help me execute my estate and family plan. In doing so, I turned to Mark Halpern and illnessPROTECTION.com for his expert advice and support. Mark successfully guided me through the process from A through Z and has provided my family with peace of mind. Thanks Mark!"
Ken Sweeney, Partner
Growth Equity Partners