IFA: Often Over-Promoted, Under-Explained
When Kerri, an experienced accountant, saw the email from her client Gord, she knew it wasn’t good news. The subject line just…
Secure Your Business’s Future: Life Insurance for Shareholder Buy-Sell Agreements
The untimely death of a shareholder can pose a significant risk to your business. It raises a crucial question: Do you want…
Unpacking Travel Insurance: What Your Credit Card and Group Plan Might Not Cover
When planning travel, one question often goes unasked: “Am I truly covered?” While credit card and group benefits plans may offer some…
Life Insurance Strategies for Protecting and Transitioning Your Wealth to the Next Generation
Listen to the Podcast: Life Insurance Strategies for Wealth Transition I had the opportunity to sit down with Randy Gunn from BULLWEALTH…
Insurance Working Paper Questions
Owner/Manager Clients Reviewing with clients the financial implications their death or disability, or that of a key employee, could create for their…
Comparing Whole Life and Universal Life (UL) Insurance
When deciding between Whole Life and Universal Life insurance, understanding both the similarities and differences is key to determining which policy best…
How Old is Too Old for Life Insurance?
When considering life insurance, many people wonder, “How old is too old?” It’s often perceived that certain ages render it too late…
The 3 C’s of Directed Wealth Transfer
Navigating the future of your wealth and legacy involves critical decisions and strategic foresight. We know just how daunting managing wealth and…
Top Questions to Initiate Estate Planning Conversations
Most people do not like to consider their own mortality – I know I sure don’t. And this is why the discussion…
The Trusted Advisor’s Playbook for Legacy and Estate Planning
As a trusted advisor myself with over three decades of experience, I know that the role of a trusted advisor transcends the…