By: Mike PlumeIn this blog we will look at the importance of naming a beneficiary for all investment accounts, especially important for business owners.
By: Mike PlumeCorporate Owned Life Insurance (COLI) is a valuable tool for business owners in New Brunswick, Canada, offering financial protection, tax advantages, and various strategies for business planning and resilience.
By: Mike PlumeIn this blog we will look at what an annuity is and how it can be used to provide a steady source of income in retirement.
By: Mike PlumeIn this blog we will look at how to simplify the task of estate planning using segregated funds and the advantages they can offer.
