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Insurance & Financial Planning

What Is Participating Whole Life Insurance｜Benefits, Dividends, and Tax Advantages

9 December 2025

1. It Is a Life Insurance Policy When the insured person passes away, the designated beneficiary — a family member, business, or charity — receives the insurance benefit payout. 2. It Provides Lifetime Protection No matter the insured amount, the coverage is guaranteed to remain effective for life. Premiums are fixed at the time of purchase and will not increase as the policyholder ages. 3. It Helps You Build Wealth

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Best Doctors Second Opinion Service｜Critical Illness Support for You and Your Family

26 June 2020

About Jiayue Tax & Financial Planning: Jiayue Tax Planning is jointly provided by Michael Gao CPA Inc. and its affiliated firm, Citistar Wealth Management. We combine our professional expertise in tax and wealth planning to serve every client. With our professionalism, we help power your success. Medical care is part of everyday life. According to analysis published in the Chinese journal Clinical Misdiagnosis & Mistherapy, the misdiagnosis rate in China

Read More »

Why Wealthy Canadians Invest in Whole Life Insurance｜Tax Benefits, Privacy & Legacy Protection

25 June 2020

About Jiayue Tax & Financial Planning Jiayue Tax Planning is jointly provided by Michael Gao CPA Inc. and its affiliated firm, Citistar Wealth Management. Together, we combine our professional expertise to serve every client. With our experience and knowledge, we help empower your financial success. The two biggest barriers to wealth accumulation are investment risk and taxation. According to renowned financial author and wealth advisor Rebecca Walser, one of the

Read More »

What Is Participating Whole Life Insurance｜Benefits, Dividends, and Tax Advantages

9 December 2025

1. It Is a Life Insurance Policy When the insured person passes away, the designated beneficiary — a family member, business, or charity — receives the insurance benefit payout. 2. It Provides Lifetime Protection No matter the insured amount, the coverage is guaranteed to remain effective for life. Premiums are fixed at the time of purchase and will not increase as the policyholder ages. 3. It Helps You Build Wealth

Read More »

Best Doctors Second Opinion Service｜Critical Illness Support for You and Your Family

26 June 2020

About Jiayue Tax & Financial Planning: Jiayue Tax Planning is jointly provided by Michael Gao CPA Inc. and its affiliated firm, Citistar Wealth Management. We combine our professional expertise in tax and wealth planning to serve every client. With our professionalism, we help power your success. Medical care is part of everyday life. According to analysis published in the Chinese journal Clinical Misdiagnosis & Mistherapy, the misdiagnosis rate in China

Read More »

Why Wealthy Canadians Invest in Whole Life Insurance｜Tax Benefits, Privacy & Legacy Protection

25 June 2020

About Jiayue Tax & Financial Planning Jiayue Tax Planning is jointly provided by Michael Gao CPA Inc. and its affiliated firm, Citistar Wealth Management. Together, we combine our professional expertise to serve every client. With our experience and knowledge, we help empower your financial success. The two biggest barriers to wealth accumulation are investment risk and taxation. According to renowned financial author and wealth advisor Rebecca Walser, one of the

Read More »
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