Posts

Insurance Audit for the Business Owner

Many business owners know the important role that life insurance plays in effective corporate planning. Whether it be the funding of a shareholder’s agreement, life insuring corporate debt, or protecting against loss from the death of a key employee, life insurance is of great value in underpinning the financial success of a corporation.

The Best Way to Buy Mortgage Insurance

In our latest video, we talk about the best way to purchase mortgage insurance, outlining the difference between purchasing this from the bank and us.

Get Your Corporate Dollars Doing Double Duty

Owners of very successful private corporations are well aware of the importance of cash flow. Many are protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed.

Family Business Planning Strategies

If you are an owner in a family enterprise, the likelihood of your business successfully transitioning to the next generations is not very good. This has not changed over the years. Statistics show a failure rate of: 67% of businesses fail to succeed into the second generation 90% fail by the third generation With 80% to 90% of all enterprises in North America being family owned, it is important to address the reasons why transition is difficult.

New Income Tax Rules for Life Insurance

Owners of very successful private corporations are well aware of the importance of cash flow. Many are protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed.

Permanent Life Insurance

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All life insurance is designed to provide your loved ones with financial security when you die. When you buy a permanent life insurance policy, both the premium and benefit are typically guaranteed for the rest of your life.