It's About Time - It's About You ™
If you are a business owner I can show you how to use the life and health insurance coverages you already have to transfer money out of your company - to yourself - "tax-free".
I bring to you over 30 years of expertise as an Advisor working with business owners. Here is what you can expect from me:
Life and Health Insurance Advisor for Business Owners in Southern Alberta 2020, 2021 and 2022
United Advisors has a 30 Year History of Serving Transport, Construction and Agricultural Business Owners in Alberta and British Columbia
United Advisors was founded to assist business owners to realize the significant tax advantages that are available to them through their company establishing a life and health insurance benefits package specifically to benefit themselves and their family.
A benefits package that will enable you to transfer money out of your company - to yourself - "tax-free".
We are experts who have now managed in excess of $2 billion of benefit plans for over 500 business owners in Alberta and British Columbia and would be pleased to help you obtain the same tax-advantages we have obtained for so many business owners for over 30 years.
Would you like to find out more?
I will show you how to transfer money out of your company tax free
The life and health insurance coverages you have through your company can be used to transfer money out of your company "tax free". I will show you how to do this.
I am one of the few Advisors that has the expertise to help business owners to modify their life and health insurance coverages to realize the significant tax advantages available to them.
I will show you how you can lower the life and health insurance rates you are currently paying
We use sophisticated analytics software (powered by our proprietary iDrive Technology Platform) to measure and compare your life and health insurance rates to see if your insurance company now offers better coverage at lower rates.
If your insurance company now offers better coverage at lower rates we will get you the lower rates and where possible a refund of any overpayment you have unknowingly made. The largest refund we have obtained for a client is just over $119,000 (yes, you read that correctly).
If another insurance company offers better coverage at lower rates than your current coverage we will provide you with those details and assist you to obtain the better coverage at the lower rates.
Given the sacrifices you make in running a business, you and your family deserve to have a high quality life and health insurance package provided to you by your company
As business owners we don't receive such a package from our company's unless we establish it ourselves. The big advantage as business owners is that we can do this in a way that enables us to transfer money out of our company's "tax-free".
You deserve expert advice
I am an expert and I am here to help you receive the tax advantages that are available to you as a business owner.
You may never have the extra time on your hands to get around to realizing the tax advantages available to you unless you have an Advisor such as myself to take care of all the details for you.
Invest a few minutes to see what is possible 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 firstname.lastname@example.org. I would welcome the opportunity to help you.
President –United Benefits Group Ltd.
Trusted Advisor to Business Owners
We are trusted Advisors to business owners who are Members of the Alberta Motor Transport Association (AMTA), the Alberta Roadbuilders & Heavy Construction Association (ARHCA), the Alberta Construction Association (ACA) and the Alberta Federation of Agriculture.
In Alberta we serve clients in Calgary, Edmonton, Red Deer, Leduc, Grand Prairie, Fort McMurray, Fort Saskatchewan, Peace River, High Level, Slave Lake, Spruce Grove, Drayton Valley, Rocky Mountain House, Drumheller, Brooks, Taber, Lethbridge, High River and Canmore.
In British Columbia we serve clients in Vancouver, Victoria, White Rock, Sechelt, Kamloops, Kelowna, Summerland, Vernon and Revelstoke.
It's About Time - It's About You ™
We have many clients who have provided references about the significant results and high level of service that we have provided for them. Some of our client references include: