January 29, 2025
IFA: Often Over-Promoted, Under-Explained
When Kerri, an experienced accountant, saw the email from her client Gord, she knew it wasn’t good news. The subject line just…
Read the article- Home
- Articles
Read us before you call us.
How to start the estate planning conversation. How wealth passes to the next generation. Which kind of policy fits which job. Clear, concise, and complete. Prefer to watch? Browse the videos.
November 27, 2024
Secure Your Business’s Future: Life Insurance for Shareholder Buy-Sell Agreements
The untimely death of a shareholder can pose a significant risk to your business. It raises a crucial question: Do you want…
Read the articleNovember 7, 2024
Unpacking Travel Insurance: What Your Credit Card and Group Plan Might Not Cover
When planning travel, one question often goes unasked: “Am I truly covered?” While credit card and group benefits plans may offer some…
Read the articleOctober 22, 2024
Life Insurance Strategies for Protecting and Transitioning Your Wealth to the Next Generation
Listen to the Podcast: Life Insurance Strategies for Wealth Transition I had the opportunity to sit down with Randy Gunn from BULLWEALTH…
Read the articleAugust 9, 2024
Safeguarding Your Legacy: Insights from Dr. Tom Deans
You’ve worked hard to build your wealth. Now, you’re facing one of your biggest challenges: how to pass it on to the next generation. It’s a journey many families struggle with, but you don’t have to go it alone.
Read the articleAugust 8, 2024
Insurance Working Paper Questions
Owner/Manager Clients Reviewing with clients the financial implications their death or disability, or that of a key employee, could create for their…
Read the articleAugust 1, 2024
Comparing Whole Life and Universal Life (UL) Insurance
When deciding between Whole Life and Universal Life insurance, understanding both the similarities and differences is key to determining which policy best…
Read the articleAugust 1, 2024
How Old is Too Old for Life Insurance?
When considering life insurance, many people wonder, “How old is too old?” It’s often perceived that certain ages render it too late…
Read the articleMay 1, 2024
The 3 C’s of Directed Wealth Transfer
Navigating the future of your wealth and legacy involves critical decisions and strategic foresight. We know just how daunting managing wealth and…
Read the articleMay 1, 2024
Top Questions to Initiate Estate Planning Conversations
Most people do not like to consider their own mortality – I know I sure don’t. And this is why the discussion…
Read the articleMay 1, 2024
The Trusted Advisor’s Playbook for Legacy and Estate Planning
As a trusted advisor myself with over three decades of experience, I know that the role of a trusted advisor transcends the…
Read the articleUpdated July 30, 2026
Where Lifetime Meets Legacy
In the beautiful Gulf of Alaska, a remarkable natural event occurs where the sediment-rich waters from glacial rivers meet the open ocean….
Read the article