I can assist you to make sure that your keyperson life and health insurance coverage is in place, up to date and organized. I bring you over 20 years of expertise working with business owners. Here is what you can expect from me:
A History of Serving Business Owners
United Benefits Group Ltd. was founded to assist business owners to significantly improve the quality and pricing of their employee and keyperson benefit plans. Our team has now managed in excess of $2 billion of benefit plans for over 500 business owners in Alberta and British Columbia.
I will save you money on your keyperson insurance rates
I will show you how to save up to 40% a year on your rates.
If your insurance company has lowered its rates for new policyholders but hasn’t lowered them for you, a very common occurrence, I will help you to get those lower rates.
If you have been overpaying I will also work to get you a refund of your overpayment. The largest refund I have obtained for a client is $119,000 (yes, you read that correctly).
I will show you how to transfer money out of your company tax free
Your keyperson life and health insurance coverage can be used to transfer money out of your company tax free. However, you may not be fully realizing this benefit if your insurance advisor does not have the necessary expertise.
I am one of the few qualified advisors who does have the expertise to work with you and your accountant to show you how to structure this properly to realize the tax advantages available to you.
I will correct errors that could be catastrophic to you and your family
When I first do a keyperson insurance review for a business owner, I routinely find outdated beneficiary designations. The most common being former spouses and business partners. You wouldn’t want the wrong person receiving your insurance proceeds, would you?
You deserve better
I am here to help. You may never have the extra time on your hands to organize your insurance coverage yourself. I can take care of the details for you.
If you would like to arrange an introductory meeting to see me if I am the right advisor for you, just take a minute to click here to book a brief introductory meeting or you can text or call me directly on my cell at (403) 540- 4644. I would welcome the opportunity to help you.
President – United Advisors
Exceptional Keyperson Benefits For Business Owners
You Deserve Better - We Deliver It™
We have many clients who have provided references about the significant results and high level of service that we have provided for them. Our client references include:
Voted Best Employee Benefits Provider in Southern Alberta!