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Financial security info for business owners and executives

Thursday, May 21, 2009

You spend time worrying about risk management for your company, but do you periodically review your personal financial risk management needs? Knowing that the answer is often, “no,” here are a number of areas that you may wish to consider and discuss with an insurance/financial advisor. Buy-Sell Agreements As a shareholder or a partner in [...]

Filed in Financial Planning, Insurance, Uncategorized | Also tagged Alberta, business overhead expense, buy-sell, critical illness, disability income, disability insurance, Edmonton, financial advisor, group benefits, living benefits, long-term care insurance, Lunch 'n Learn, personal financial risk management, travel insurance | Comments (0)

The reason a reminder is needed!

Wednesday, April 29, 2009

I will never forget a situation that a colleague described in my first year or two as a financial advisor. He talked of a client who came in for his annual review. The client proudly told the advisor that he had purchased disability insurance as had been recommended. While this step was good, his advisor could [...]

Filed in Financial Planning, Insurance, Investment Planning, Uncategorized | Also tagged annual financial review, critical illness, education savings, Financial Planning, group investment, guaranteed income for life, health & dental, life insurance, long term care, needs analysis, partnership agreement, retirement savings, segregated funds, shareholder agreement, tax-free savings, travel insurance | Comments (0)