What is a family wealth transfer plan? The wealth transfer strategy is a tax-savings and wealth preservation approach that uses insurance to move wealth to subsequent generations while reducing overall…
Tag: insurance
Disability Insurance Overview
What is disability insurance? Disability insurance is coverage that provides payments, usually on a monthly basis, to replace a portion of your employment income (generally between 60% and 85%, subject…
Canadian Business Journal Article: Advice On Protecting A Business
I was recently interviewed on a topic we have much experience with. Mark Borkowski interviewed me for advice on Protecting a Business and the benefits of having a Buy-Sell agreement…
How to Buy the Right Life Insurance
Very often people hear they need life insurance, but they just don’t know why. Clients often shy away from buying life insurance to protect their assets and their loved ones…
5 Tips to Avoid Common Small Business Pitfalls
Jennifer Black advises how small business owners can avoid common financial mistakes (Mississauga, ON – December 2, 2014) Small business owners often limit their potential for financial success through lack…
Legacy Bond: Is it For Me?
Article written by Jennifer Black and Dedicated Financial Solutions. Legacy Bond First thing to note is that a legacy bond is only one of many different and similar options involving…
