• Announcing the new website

    Peter Perry Insurance |

    We are delighted to announce the launch of our new website!

    Our new website provides our existing and prospective clients a simple yet interactive view of our work and the services we offer.

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  • New Website Under Construction

    Peter Perry Insurance |

    New Website Coming Soon!

    We are currently revamping our website. Our new website will be interactive and mobile friendly!

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  • PRINCIPLES OF SUCCESSFUL INVESTING

    Peter Perry Insurance |

    Investors today are faced with ever-changing market conditions, an often overwhelming amount of information from the media and an increasing number of investment choices. It’s not surprising that the world of investing can seem complex.

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  • THE MOST VALUABLE INVESTMENT SECRET OF ALL

    Peter Perry Insurance |

    Today, I’m going to show you one of the most advanced investment skills you could ever master…

    But I don’t want to tell you upfront what today’s lesson is about. I want to see if you can figure it out yourself. So don’t skip ahead.

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  • BELIEVE IT OR NOT, THIS COULD BE THE MOST IMPORTANT SECRET TO GETTING RICH!

    Peter Perry Insurance |

    [Today], let’s begin a short series on “How to Get Rich.”

    First, you have to learn to love being poor.

    You may think I’m joking. I’m not. I’m just exaggerating a little. The point is you can’t be afraid of poverty. Because if you are going to get rich, you’re going to have to take chances.

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  • THE CHALLENGES FACING GENERATION Y

    Peter Perry Insurance |

    A diverse set of transferable skills is mandatory for this generation.

    Generation Y (Gen Y), also known as the millennials, is a generation of tech-savvy individuals, born between the early 1980s and the early 2000s. There are over 12 million Gen Y’ers in Canada — the largest demographic group since the baby boomers.

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  • THE ULTIMATE WAY TO PROTECT YOUR MONEY FROM WALL STREET SCAMS

    Peter Perry Insurance |

    “Dividends don’t lie.”

    It’s one of my favorite Wall Street sayings. Accountants can mess with a company’s books in all kinds of ways, but they can’t fake a cash payment. And if a company can pay a dividend, it’s almost always making money.

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  • THE GREATEST FINANCIAL GIFT YOU CAN GIVE TO YOUR CHILDREN

    Peter Perry Insurance |

    You’ve probably heard about America’s huge debt load. The U.S. government’s financial obligations now exceed $663,000 per American family. This burden will fall on the youngest Americans.

    It’s unethical. It’s unfortunate. But it’s the reality.

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  • TWO WAYS TO DEDUCT INTEREST

    Peter Perry Insurance |

    Borrowing to invest doesn’t always lead to tax deductions. For interest to actually be deductible, clients must take out loans that lead to the earning of income from a business or property.

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  • RICH MAN, POOR MAN: THE POWER OF COMPOUNDING

    Peter Perry Insurance |

    MAKING MONEY: The most popular piece I’ve published in 40 years of writing these Letters was entitled, “Rich Man, Poor Man.” I have had dozens of requests to run this piece again or for permission to reprint it for various business organizations.

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  • LEARN THE DIFFERENCE: MUTUAL VS. SEGREGATED FUNDS

    Peter Perry Insurance |

    A segregated investment fund (also called a Guaranteed Investment Fund or GIF) is commonly thought of as a mutual fund, which is only partially correct. A segregated fund is actually an insurance contract with two parts..

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  • UNDERSTANDING LIFE INSURANCE BENEFICIARY DESIGNATIONS

    Peter Perry Insurance |

    In the language of life insurance, a beneficiary is the recipient of the proceeds of the policy when the named insured dies. The owner of a life insurance policy has a great deal of flexibility in naming beneficiaries and can generally name anyone he or she chooses, but insurable interest has to exist in order for a beneficiary to be named. When making beneficiary decisions, it is important that the wishes of the policyowner are fulfilled and that legal complications are avoided.

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