Business Continuation

Insurance Audit for the Business Owner

Many business owners understand the important role that life insurance plays in effective corporate planning.  Whether it is the funding of a shareholders’ agreement, life ...
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Life Insurance and the Capital Dividend Account

Many business owners are unaware that corporate owned life insurance combined with the Capital Dividend Account (CDA) provides an opportunity to distribute corporate surplus on ...
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The Corporate Estate Transfer

If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation.  If this ...
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The Clock is Ticking!

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life ...
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What is Key Person Insurance?

Most business owners understand that assets vital to the success of the enterprise should be insured.  Premises are routinely covered for fire and/or theft; vehicles ...
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Family Business Planning Strategies

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the ...
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Does your Business Qualify for the Small Business Capital Gains Exemption?

As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or ...
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How Much Life Insurance Does Your Business Need?

It is common business practice for a company to use corporate owned life insurance in several situations.  This article will identify those situations and discuss ...
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Using Life Insurance for Charitable Donations

If you have a desire to make a donation to your favourite charity you might want to investigate how significant bequests can be made using ...
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Is it Time for your Insurance Audit?

Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you ...
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