What are the benefits of corporately-owned Life Insurance?
This type of life insurance provides three main benefits:
- Provides the life insurance you and your family needs by allowing your to access the cash value in your life insurance policy.
- Corporately owned life insurance impacts your corporation's CDA (Capital Dividend Account) which has positive tax implications.
- Permanent insurance is very effective for estate planning needs.
To understand these benefits in greater detail and how this can enhance your current financial plan, connect with us to learn more by clicking the contact links below.
OUR MISSION
I am committed to establishing and maintaining long-term, advisory-based relationships with valued clients.
By understanding clients' values and providing objective, timely and constructive advice, I can help them achieve their financial goals.
Throughout the ongoing relationship, I provide clients with peace of mind about the future. In turn, they will be comfortable naming me as their financial advisor of choice.
Over time, clients will demonstrate their satisfaction in choosing me by referring other qualified clients to me.
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| Monday: | 8:30 am – 4:30 pm |
| Tuesday: | 8:30 am – 4:30 pm |
| Wednesday: | 8:30 am – 4:30 pm |
| Thursday: | 8:30 am – 4:30 pm |
| Friday: | 8:30 am – 4:30 pm |
| Saturday: | CLOSED |
| Sunday: | CLOSED |