Estate Freeze: A Strategic Approach to Business Succession Planning

Estate Freeze: A Strategic Approach to Business Succession Planning Navigating the complexities of business succession and tax planning can be a daunting task for business owners. One effective strategy that often comes into play is the "estate freeze." This approach is particularly beneficial for those looking to pass their business to the next generation, [...]

Estate Freeze: A Strategic Approach to Business Succession Planning2024-06-18T03:07:38+00:00

Keep in Mind, Health Buys Insurance – Not Money

Keep in Mind, Health Buys Insurance – Not MoneyWhen considering the timing and importance of purchasing insurance, there's an important adage to remember: "health buys insurance – not money." This statement underscores a fundamental truth about obtaining insurance coverage, particularly health insurance. Often, when someone recognizes the necessity for coverage due to a sudden change [...]

Keep in Mind, Health Buys Insurance – Not Money2024-05-23T00:34:57+00:00

How To Find a Good Insurance Broker

How To Find a Good Insurance Broker Finding the right insurance broker can make a significant difference in your experience and outcome when it comes to selecting insurance products that suit your needs. But with so many options out there, how do you ensure you're choosing a reputable insurance broker who will prioritize your [...]

How To Find a Good Insurance Broker2024-05-07T01:29:46+00:00

The Advantages of Working with a Knowledgeable Insurance Broker

In today's fast-paced world, managing insurance policies can be a complex and daunting task.  As an experienced insurance broker, I understand the nuances and challenges that professionals face in handling their insurance needs.  In this blog, I will outline the significant benefits of working with a dedicated insurance broker, focusing on how it can [...]

The Advantages of Working with a Knowledgeable Insurance Broker2024-04-12T17:18:07+00:00

Term 10 Exchange: An Affordable Insurance Strategy for Young Professionals

As a young professional, managing a budget can be challenging, especially with exciting life changes like buying a home, getting married, or starting a family. In these moments, life insurance is important, but it must also be affordable. The Term 10 Exchange option provides a cost-effective solution to ensure you have the coverage you [...]

Term 10 Exchange: An Affordable Insurance Strategy for Young Professionals2024-01-18T16:37:08+00:00

Do You Have Disability Insurance through your Employer? You Should Still Consider an Individual Disability Policy: What You Need to Know

When considering financial security, one important factor often overlooked is the role of disability insurance. If you're currently covered under a Group Long-Term Disability (LTD) plan through your employer, you may be asking yourself if it's necessary to buy individual disability insurance as well. The answer depends on several key aspects of your existing [...]

Do You Have Disability Insurance through your Employer? You Should Still Consider an Individual Disability Policy: What You Need to Know2023-09-22T19:31:20+00:00

Understanding Critical Illness and Disability Insurance: An Informed Choice

Insurance is about more than just premiums and payouts. It's about peace of mind and protection for your future. As an insurance broker, I believe that our role is to educate and support our clients, not to aggressively sell a particular product. This is why I always prioritize a complete understanding of your insurance [...]

Understanding Critical Illness and Disability Insurance: An Informed Choice2023-08-01T15:47:07+00:00

Be Lucky

What if I told you that luck isn't a matter of chance, but a product of preparation and seizing the right opportunities? In the world of insurance, we often talk about luck. Clients who have comprehensive coverage might consider themselves lucky, especially when others can't secure the same due to pre-existing health conditions. The [...]

Be Lucky2023-05-26T14:20:39+00:00

Protecting your Insurability. Why Young Canadians Should Start Thinking About Life and Disability Insurance Now

Many young Canadians often overlook the importance of life and disability insurance, believing they are invincible and not at risk of becoming injured or ill. However, there are several compelling reasons to start thinking about these types of insurance when you're young and feeling on top of the world. In this blog, we'll discuss [...]

Protecting your Insurability. Why Young Canadians Should Start Thinking About Life and Disability Insurance Now2023-05-12T18:30:00+00:00

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