It's About Time - It's About You ™
If you are a Business Owner we can help you to make sure you have the right life and health insurance coverage to protect your family's most valuable asset "YOU".
We will also show you how your life and health insurance coverage can be used to receive money from your business "tax-free" to enjoy during your retirement years.
I bring to you over 30 years of expertise as a Trusted Life & Health Insurance Advisor to Business Owners. Here is what you can expect from me:
Life & Health Insurance Advisor for Business Owners in Southern Alberta 2020, 2021, 2022 and 2023.
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 obtain the right life and health insurance coverage to protect themselves and their family.
Your family's most valuable asset is "YOU".
You are the one who has had the confidence and courage to make financial commitments to grow your business. However, if something happens to you the result could be financially catastrophic for you and your family.
We all know that having the right type and amount of life and health insurance coverage is just good business, as is taking a few minutes once a year to check in with a Trusted Business Life & Health Insurance Advisor to make sure that your coverage continues to be the right coverage for you.
We are experts who have now managed in excess of $2 billion of life and health insurance policies for over 300 business owners in Alberta and British Columbia and we would be pleased to help you.
Take a quick minute to connect with me by phone, text or email and I will take care of the details to help you to make sure that you have the right life and health insurance coverage to protect yourself and your family, while at the same time showing you how your coverage can be used to receive money out of your company tax-free to enjoy during your retirement years.
Would you like to find out more?
To start with, we 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.
We will show you how you how your life and health insurance policies can be used to transfer money out of your company tax free
The life and health insurance policy(s) you already have can be used to transfer money out of your company "tax free" to enjoy during your retirement years.
I will send the details to your accounting advisor so they can independently confirm for you the ability to use your life and health insurance policies in order to receive "tax-free" payments from your business to yourself.
Given the sacrifices you have made in building your business, you and your family deserve to have high quality life and health insurance policies provided, as an extra" benefit to you and your family, by your company
As Business Owners we only receive such life and health insurance benefits along with the resulting "tax-free" payments if we make it happen which is where we come in as a Trusted Life & Health Insurance Advisor for Business Owners.
You already have life and health insurance coverage, so let's take what you already have, make any adjustments required and make a plan so that you will receive "tax-free" payments from your company to enjoy during your retirement years.
You no doubt have a history of recognizing and making the right business decisions at the right time or you would not have gotten to where you are today and achieved the success you already have.
You don't need us to continue succeeding into the future. The question is does it make good business sense to you to explore if we could contribute to you and your family in a meaningful way as your Trusted Life & Health Insurance Advisor so that you have peace of mind knowing that your life and health insurance coverage is properly in order and that you will be receiving "tax-free" payments from your company to enjoy during your retirement years.
If the answer is yes then let's get it done and let's get it done now while its top of mind. Just send me a text or email to let me know you are interested and I will make it happen for you.
Cell: (403) 540-4644 Office: (403) 264-8020
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:
It's About Time - It's About You ™
You can text (or call me if you prefer) my cell at (403) 540- 4644 or you can send me an email to firstname.lastname@example.org.
I look forward to taking care of you and your family.
George Goulet, TEP, FLMI, CHS
President –United Benefits Group Ltd.
Trusted Life & Health Insurance 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.