Financial products and services address specific needs in your financial plan and help you build a successful business. As an advisor, I can access a broad range of insurance, investment, employee disability, and group benefits to help meet your individual and business needs and goals. You may have put all your focus and hard work into your business, so it makes sense to protect it adequately against financial risk and unify it with your wealth creation plan.
Solutions we offer for your business
My training lets me advise your financial planning strategies for setting individual life goals. If you own a small business, we will ensure that we integrate all aspects of the financial plan to work harmoniously for your best interest. Your goals inspire what we do for business owners:
Life insured debt protection
Life insurance-protected buy-sell agreements
Disability income benefit
Critical Illness Insurance
Employee Insurances
Health-care and dental-care benefits
Life and accidental death and dismemberment benefits
Group benefit plans to help retain your outstanding staff
Capture business growth value
Reduce capital gains tax problems in your estate
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Mutual Funds and/or Segregated Funds Disclaimer
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment funds, including segregated fund investments. Please read the fund summary information folder prospectus before investing. Mutual Funds and/or Segregated Funds may not be guaranteed, their market value changes daily and past performance is not indicative of future results. The publisher does not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision. Talk to your advisor before making any financial decision. A description of the key features of the applicable individual variable annuity contract or segregated fund is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.
