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    • Life Insurance as Tax Shelters
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    • Shared Ownership
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  • Life & Health Insurance

    Introduction to Shared Ownership Life Insurance for Business Owners

    July 5th, 2012 by Jason

    This week we are taking a closer look at insurance and investment options for business owners. Business owners have typically one thing in common with each other: they have placed their retirement funds inside their business. Now the trick is how to get the money out of the company in the most tax-effective way.  Continue Reading

  • Investments

    Back To School and Back to Saving for Education

    September 5th, 2012 by Jason

      Earlier this year we sent out a workbook for your financial plan and also sent you information on reducing debt faster. Now that you have paid attention and done all of this, it’s time to take care of the kids’ education fund. There are a few types of plans out there but my preferenceContinue Reading

  • Advanced Strategies

    Tax Efficient Shared Ownership for Business Owners and Key Executives

    June 12th, 2011 by Jason

      What is Shared Ownership? Shared Ownership is a Life Insurance Plan owned jointly by the company and the shareholder or Key executive. The Shareholder/ Executive owns the cash value and the company owns the face amount of the Life Insurance.   Why Shared Ownership? You are a business owner and would like to makeContinue Reading

Testimonials

Jason helped us plan out our life and disability insurance needs and shopped the market place finding us a competitive and reputable insurance company. We would recommend his services to any family looking for options. John & Kenna Green (Remax)   I was looking for investment options with higher returns than my mutual funds. Jason referred meContinue Reading

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Refer a friend to our business and receive a $100 referral fee when they become a client of Your Future Financial Group. Inquire by contacting Your Future Financial Group.

Insurance

  • Business Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Extended Health & Dental
  • Group Health & Dental Insurance
  • Insurance Overview
  • Life Insurance
  • Long Term Care Insurance
  • Travel Insurance
  • Online Application

Investments

  • Financial Tools
  • Investment Overview
  • RESPs
  • Retirement Planning
  • RRSP’s
  • Segregated Funds

Strategies

  • Life Insurance as Tax Shelters
  • Shared Ownership For Business Owners & Key Executives
  • Succession Planning

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