Our clients recognize the importance and necessity of protecting themselves and their family. They understand that life can offer challenging circumstances to their health and financial well-being. And while the majority of these challenges are unexpected, our clients are looking to find some measure of protection through insurance, when these challenges occur.
This is where Marty and Financial Equilibrium Insurance Services come in. Our experience and knowledge of insurance products enables us to offer the most comprehensive advice to our clients. We provide our clients with the best possible protection, through cost effective options, to suit their lifestyle and needs.
We are contracted with Canada’s top Insurance Companies to provide you with the best possible solution to your needs. Together we can provide a plan to ensure your long-term peace of mind for you and your loved ones.
Did you know that life insurance can also be purchased and used by your corporation for a variety of issues that may arise upon your death? It can be used to pay off corporate debt, shore up operating capital and buy out shareholders’ estates. By making a corporation the owner and beneficiary of a life insurance policy, it generally allows the corporation to pay the premiums for that policy and collect the tax-free proceeds upon the death of the covered person.
Business Succession Planning
Loan Protection
Key Person Protection
Buy-Sell Agreements
Charitable Gift Planning
Tax planning tool
Life insurance is important to the financial security of every business owner. By working together with you and your accounting and legal advisors, a comprehensive plan can be developed to deal with your corporate requirements to ensure the continuation of your business.