Blog

Too many business owners are not properly using their corporations to invest and save tax. The good news is, it’s never too late to start. If you want to get...

Life insurance can be one of the most powerful tools to have in your financial plan. Aside from providing financial security for your loved ones when you pass away, you...

The Capital Dividend Account is one of the most powerful tools a business owner can use, but very few are using it.  This secret notional account could save you millions...

Life insurance is not only beneficial when you pass away. It can be a valuable financial planning tool for when you’re alive. As a business owner, your life insurance can...

We cover important questions and considerations that go into crafting an effective insurance strategy for business owners.

Chances are, you are already aware of the importance of life insurance for business owners at this point. You probably purchased a policy when you started your business, hoping it...

Life insurance is so often misunderstood. We meet clients who love life insurance and ones who don’t want to talk about it at all. But there’s a reason why people...

One of the biggest advantages of owning your own company is the ability to deduct business expenses so you are paying those expenses with pre-tax dollars. But what many entrepreneurs...

Do you ever wonder if you have enough life insurance or if you’re properly covered? If so, you’re not alone. One of the most common questions we are asked by...