Protecting Your Business
Walton Financial is a one stop resource for smart business owners. While no two clients are identical, they do have one thing in common: They all strive to make smart business decisions.
Businesses buy insurance to protect themselves for a variety of important reasons. Some of these include:
- Funding a buy/sell agreement at the death of one of the co-owners of the business
- Funding a future capital gains tax on the shares of the corporation at death of the owner
- Protection of the business in the event of the death or disability of a key employee
Another valuable reason for businesses to purchase life insurance is to build a pool of tax-exempt capital that could be used to:
- Provide a supplemental retirement income to the business owner in a tax-effective manner
- Fund a living buyout of shares from a co-owner
Protecting Your Employees
- Employee benefits
- Extended medical and health coverage with prescription drugs
- Dental insurance
- Life insurance
- Disability insurance
- Vision care insurance
Protecting Your Future
- Life insurance
- Disability insurance
- Critical illness insurance
- Health and dental insurance
- Segregated funds policies, RRSPs
- Payout Annuities, RRIFs, LIFs
Quadrus Investment Services Ltd.
- Mutual Funds: RESPs, RRSPs and RRIFs