by Dave Acheson | May 1, 2019 | Blog, Business Owners, corporate, Life Insurance
As a business owner, you’ve built a successful business, if you to any of your key employees or shareholders become critically ill, disabled or pass away, this could have a significant impact on your business.Key person insurance helps financially alleviate...
by Dave Acheson | Oct 2, 2018 | Blog, Business Owners, disability, Family, Life Insurance, long term care
Did you know?Home Insurance: 1 out of 19,000 homes in Canada gets burned.Auto Insurance: 1 out of 2,742 car claimed are over $3,500.Optional Life Insurance: 1 out of 90 people die before age 70Mental Illness: 1 out of 14 get Alzheimer’s due to over...
by Dave Acheson | Jul 2, 2018 | Blog, Business Owners, Life Insurance
Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle...
by Dave Acheson | Jun 1, 2018 | Blog, Business Owners, Charitable Gifting, corporate, disability, Estate Planning, Family, group benefits, health benefits, Individuals, Investment, Life Insurance, long term care, pension plan, Retirees, RRSP, Tax, Tax Free Savings Account, travel insurance
Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.What can your financial advisor help you with?...
by Dave Acheson | Jan 1, 2018 | Business Owners, Families, Individuals, Life Insurance, permanent insurance, term insurance
You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your...
by Dave Acheson | Jun 1, 2017 | Blog, Business Owners, Families, Individuals, Life Insurance
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation...