At MacDev Financial, we understand that financial well-being is more than living pay cheque to pay cheque. Whether you are a single individual, a family or a business, our team of dedicated professionals across Canada will work with you to find successful, value-based insurance solutions and investment strategies that meet your needs so you can achieve financial control for life.
We are Canada’s premier company specializing in participating whole life insurance and Bank On Whole LifeTM concepts to engineer value-based, strategic wealth plans using a holistic approach for individuals, families and business owners so they can achieve Financial Control for Life™️ .
With a drive to succeed and help others do the same, Stephen Devlin co-founded Canada’s #1 leading company in creating safe and secure wealth building systems for business and personal use, taking advantage of an underutilized strategy with whole life policies. With offices across Canada and as President and Chief Financial Officer with MacDev Financial, Stephen leads an exclusive group of advisors that specialize in his financial philosophy. He’s had over 25 years of business experience and an exemplary track record working in sales management, client relations and business development for companies such as Good Humour-Breyers, a unit of Unilever, and Job Shark before becoming a self-made entrepreneur.
Alongside Stephen, Michele Platje Devlin leads the premier company in Canada for wealth building strategies based on the secure and dynamic principals of whole life policies as CEO and CCO of MacDev Financial Group Corp.—a company she co-founded with her husband, Stephen Devlin. MacDev Financial further secured this distinction through Michele’s proficiency in contracting, agreement settlement, and policy development when negotiating the exclusive rights in Canada to the Bank On Yourself®️ concept under SET Financial Solutions Inc.
Podcasts
What makes us different?
We are Canada’s premier company specializing in participating whole life insurance and Bank On Whole Life™ concepts to engineer value-based, strategic wealth plans using a holistic approach for individuals, families and business owners so they can achieve Financial Control for Life™.
Join us on each episode as we explore various avenues of wealth planning and offer strategic insight into addressing some of life’s biggest financial challenges.
Enjoy!
The Bank On Yourself and Infinite Banking concepts are all amazing concepts and strategies, but Canadians are unclear if these can be utilized in their country. Additionally, if they can be utilized, how do they work?
On the latest episode of Financial Control for Life™, we’re diving into these concepts and clearing the air! We’ll help listeners understand the vehicle of whole life insurance, how they can be utilized in Canada, and why you should be leveraging a true expert’s ability to maximize the associated benefits.
This episode is packed with helpful information for your financial world!
Chapters:
0:00 – Introduction and overview on the topic of the day
2:50 – The asset being leveraged in these strategies
4:55 – What is whole life insurance?
10:30 – Becoming your own banker with this strategy
12:30 – Dividend paying whole life insurance and the guarantees associated with it
14:27 – How the Devlins utilized this strategy for themselves
16:21 – Understanding how to leverage this strategy
18:12 – Stephen acting as part of the policy development team to reinforce these strategies
21:27 – Helpful book resources to educate you on these concepts
22:30 – Working with an expert in these concepts
30:19 – Your agent should know the differences in these programs between USA and Canada
32:34 – A MacDev Financial client that later became a member of the team
35:47 – Closing remarks
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