by Ryan Douglas | Dec 1, 2022 | Blog, Business Owners, Family, Individuals, Life Insurance
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation...
by Ryan Douglas | May 1, 2019 | Blog, Business Owners, Family, Individuals, Life 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 Ryan Douglas | Sep 1, 2017 | Blog, Business Owners, Finance
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...
by Ryan Douglas | Jul 1, 2017 | Finance
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 Ryan Douglas | Feb 27, 2017 | Blog, Business Owners, Capital dividend account, Key person, Life Insurance, Shareholders
What is the Purpose of the Capital Dividend Account? Capital Dividend Account (CDA) is a special corporate tax account which gives shareholders designated capital dividends, tax-free. This account is not recorded in the corporation’s taxable accounting entries or...
