One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way.
There are 5 standard methods:
There are also unique ways utilizing life insurance and critical illness insurance to access your retained earnings. Please contact us to learn how we can get more money in your pocket than in the government’s.
Before buying insurance from your bank to cover your mortgage, please consider your options.
What does the insurance cover?
What happens as my mortgage balance decreases?
What if I switch banks?
Who gets the benefit if I die?
Contact us for a complimentary review
Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982.
Sit down with us to do a review prior to the changes coming into affect.