Businessman’s
Best Friend
Learn how to make your business profits roll over while reducing your taxes.
We help to make the important decisions that ensure the viability of your business while protecting its physical and human assets, and the families involved.
FETCH NEW IDEAS
Businessman’s
Best Friend
Learn how to make your business profits roll over while reducing your taxes.
We help to make the important decisions that ensure the viability of your business while protecting its physical and human assets, and the families involved.
FETCH NEW IDEAS
This may be your first step toward Business Financial Planning, or there may be a need to update your current coverage, so let’s discuss your options.
This may be your first step toward Business Financial Planning, or there may be a need to update your current coverage, so let’s discuss your options.
Risk Management
Reduce the interuptions to your business by reducing your risks
COMMERCIAL INSURANCE
Protects your financial interests in commercial property – buildings, stocks, plant and machinery, office equipment and other contents.
Workmen’s Compensation Insurance
This policy provides indemnity to employers for their statutory liability to pay compensation to their workmen who suffer injury or disease during the course of their employment.
(compulsory by law)
PUBLIC LIABILITY INSURANCE
To protect yourself in the event that you accidentally injure someone or damage their property, you should consider public liability insurance.
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VIRTUAL MEETING
Key Person Insurance
Every business has at least one person whose talent, knowledge, ability, experience, and leadership is responsible for the continued success and growth of the business. They are a key profit maker. Companies very often protect themselves against loss of this profit maker through death by insuring his or her life.
Key Person Insurance
Every business has at least one person whose talent, knowledge, ability, experience, and leadership is responsible for the continued success and growth of the business. They are a key profit maker. Companies very often protect themselves against loss of this profit maker through death by insuring his or her life.
Buy-Sell agreement
Any business with more than one owner is likely to establish a formal ownership transfer plan that takes effect when one owner dies. Under this plan, the decedent’s heirs receive cash from the surviving owners in exchange for the decedent’s ownership interest. This Buy-Sell agreement (also called an ownership transfer plan) requires money to make it work.
Buy-Sell agreement
Any business with more than one owner is likely to establish a formal ownership transfer plan that takes effect when one owner dies. Under this plan, the decedent’s heirs receive cash from the surviving owners in exchange for the decedent’s ownership interest. This Buy-Sell agreement (also called an ownership transfer plan) requires money to make it work.
For your medical needs
Get the medical care you need for yourself, executives, employees, and loved ones.
Retirement Options
- Company Pension
- Executive Retirement Plan
- Personal Annuity (Registered)
- Personal Annuity (Un-Registered)
Discuss Your Options
Take Retirement Survey
Retirement Options
- Company Pension
- Executive Retitement Plan
- Personal Annuity (Registered)
- Personal Annuity (Un-Registered)
Discuss Your Options
Take Retirement Survey
Your Choice of Meetings
One on One Meetings – Personalized Financial Planning session that is tailored to your needs.
Group Presentation – Executives, staff, family members, or friends can meet to learn together with the use of interesting tools, games, and interactive presentation.
Virtual Meeting – Technology to give you the flexibility of meeting from the convenience of your home, or basically anywhere.
Received Value?
Who do you know can benefit from these ideas shared? Help others have access to the knowledge you gained.
