Business Continuation

Executive Health Plans 101

Executive Health Plans (EHPs) are insurance solutions designed for incorporated businesses. EHPs provide critical illness protection for the key person of the company, typically the ...

March 30, 2023

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What Does Having a Pre-Existing Condition Mean for Your Life Insurance?

It’s a common misconception that having a pre-existing condition means that you automatically do not qualify for life insurance. The good news is this is ...

November 30, 2020

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Understand the Value of a Holding Company

Holding companies can be a great tool for successful small business owners. Holding companies, or Hold co.’s, provide business owners with an opportunity for additional ...

October 30, 2019

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Key Person Insurance

Thanks to their size, small businesses usually rely on a few key people to keep operations running smoothly. Whether it is a front-line supervisor that ...

August 29, 2019

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Estate Freezes 101

An estate freeze is a tax planning technique that allows a small business owner to freeze the growth of their interest in their company in ...

December 14, 2018

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Using Corporate Owned Life Insurance to Reduce Passive Income Taxation

Effective January 2019, new tax rules will come into effect that will have a dramatic impact on some small business owners. Starting in 2019, the ...

July 16, 2018

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Private Corporations Dodge a Bullet with the 2018 Federal Budget

The Liberal Government’s Federal Budget was delivered by Finance Minister, Bill Morneau, on February 27, 2018. There had been much concern and speculation about the ...

March 6, 2018

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