by Legacy Wealth | Jan 2, 2018 | Blog, Business Owners, life insurance
Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle...
by Legacy Wealth | Aug 1, 2017 | Blog, Business Owners, Families, individuals, life insurance, permanent insurance, term insurance
You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your...
by Legacy Wealth | Jul 1, 2017 | Blog, Business Owners, Critical Illness Insurance, Disability Insurance, Key Person, life insurance, Partners
As a business owner, you’ve built a successful business, if you to any of your key employees or shareholders become critically ill, disabled or pass away, this could have a significant impact on your business. Key person insurance helps financially alleviate...
by Legacy Wealth | Jun 1, 2017 | Blog, Critical Illness Insurance, Disability Insurance, Estate Planning, life insurance, Segregated Funds
In today’s uncertain and sometimes volatile financial world, the importance of putting tangible steps in place not only to protect, but to maximize your investments and wealth has never been more crucial. Without the gift of a crystal ball, we are unable to...
by Legacy Wealth | Mar 1, 2017 | Blog, Families, individuals, life insurance, Parenthood, Registered Education Savings Plan
THE FIRST YEAR OF PARENTHOOD You Just Had A Baby, Now What? Here Are 5 Things You Need To Do ASAP Get your child’s birth certificate and Social Insurance Number Update your child on your benefits plan at work INSURANCE: If you already have life insurance, update the...
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