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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. 

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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:

Voted Best

Life Insurance Advisor for Business Owners in Southern Alberta 

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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  • When I first do a keyperson insurance review for a business owner, I routinely find outdated beneficiary designations.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?

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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, text or call me directly on my cell at (403) 540- 4644. I can also be emailed at george@accessbenefits.ca. I would welcome the opportunity to help you.

 

George Goulet

President –United Benefits Group Ltd.

Exceptional Keyperson Benefits For Business Owners

You Deserve Better - We Deliver It™

Questions? 

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cell: (403) 540-4644        tel:(403) 264-8020

References

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:

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