- Small business owners
- Self-employed individuals
- Investment property owners
HOW IT WORKS:We start with an initial strategy session to determine direction.
1. Clarify what you want
2. Design a strategy to get what you want
3. Find the money to fund what you want
WHY IT WORKS:
Your Situational Financial Planning is targeted, based on your answer to: “I want this because ....”
Bottom Line: You Save Time, Money and Taxes
If a product is recommended to address your needs: executive benefit plans,life insurance,retirement income plans,RRSPs,guaranteed investment funds,income annuities,business life insurance,Guaranteed Interest Annuitiesdisability insurance,universal life insurance,critical illness insurance,GIAsjoint annuities,annuities,GIFs,employee benefits,pension plans,mortgage referrals,
Complete the checklist overview of "Business Financial Planning" and schedule a time to review. It will help determine the direction and if you are, or will be, missing out.
Ask WHY before you buy!
Plan with the end in mind.
Why understanding your WHY impacts results.
How much insurance is enough?
"How long will I live?"
Cash at Death & WII-FM
What is a Successful Retirement?
Retirement Planning Checklist
Retirement Income Sources
Guarantees that can help protect your investments
Guaranteed death benefits
Potential creditor protection
Tax and estate planning advantages