Business Succession Planning for SMB
If you are self employed you do not have a corporate group insurance plan to secure you and your family’s emotion and financial wellbeing. There are insurance options that we can offer for self employed or sole proprietor businesses. Among many is Health Care Spending Accounts (HCSA). If you spend a vast amount of funds on health care expenses and are paying for these expenses with after tax dollars, HCSAs may provide noticeable savings. These savings can be used for leverage in growing your business or to be put towards more insurance options.
There are also many ways a self-employed or sole proprietor can use RRSPs, estate planning and other insurance tools to control spending and increase savings. With more than 15 years experience as an independent advisor we can help you focus on the right methods for your business.
Meet with us and we can evaluate ways to save money for your business by managing insurance tools.
