If your client is a business owner, they know how vital their employees are to the well-being of their business. Employee benefits are a great way to keep your client’s employees healthy and happy, ensuring that their business runs smoothly. Continue reading “5 Myths of Employee Benefits”
It is now several months since the World Health Organization declared COVID-19 a pandemic and there is no denying that the world landscape has changed tremendously. Continue reading “An Update on Advanced Underwriting During COVID-19”
The age-old question when planning for retirement is ‘how much do I need to save’. This calculator asks your clients how much annual income they’d like in retirement and for how long and gives them an idea of how much capital they’ll need to save before retirement to make their dream a reality.
Have your clients ever wondered what the net impact would be on their CPP Benefits depending on when they choose to start withdrawing? Continue reading “CPP Benefits – Early or Later”
Injury or illness can happen to anyone, including your clients. Help your clients understand the importance of living benefits, specifically critical illness and disability insurance, and how it can help them pay their bills and provide them with peace of mind when they can no longer generate an income. Continue reading “SMART TALK…about living benefits”
If your client is interested in maximizing their RESP contributions, we have outlined a great strategy for them to consider. Continue reading “Helping Your Client Maximize their RESP”
Over the last few decades, everything in our life has been moving onto a digital platform, from navigation and communication to banking and investing. Life Insurance has been fairly resistant to these trends. Necessity, however, is the mother of all invention. Continue reading “Getting Documents Signed Remotely: eSignatures”
While it’s best to avoid the need to transfer life insurance to an individual or corporation – along with the resulting tax consequences – it’s not always possible to foresee every future circumstance. There can be times when a transfer just needs to be done. Continue reading “Transferring Life Insurance – What You Need to Know!”
During these unprecedented times, the value of your client’s private corporation or other assets may have dropped 10%, 20%, 30% or more. While this result is very challenging, it may be the right time to take advantage of the lower value in order to reduce future taxes. Continue reading “When the value of your client’s business has declined, the timing may be right for an estate freeze”
We’ve all entered a new reality in the last few weeks. Working remotely is becoming the norm rather than the exception, even if only temporarily. But what does that mean for your business? Are you set up to continue working remotely? Do you have the software and tools to maximize your productivity and effectiveness during this period?
In this article we’re going to cover some of the options available to you, and the issues you should be aware of to ensure you can continue working in a safe and effective manner.
TL:DR (Too Long, Didn’t Read)
Zoom is a very popular, inexpensive, and easy to use software to start video conferencing with your clients and coworkers. It does have some privacy concerns that you should be aware of. A number of enterprises are prohibiting the use of Zoom for their employees, for security reasons, so be aware that some of your clients may be impacted by that if you set up a Zoom meeting with them.
Microsoft 365 is a great option as well, especially for those that are already using Microsoft’s office tools. 365 comes with Teams which has much of the same functionality as Zoom plus many other great collaboration features.
If you’re interested in getting started with Microsoft 365, you can find more information about their plans here. If you don’t currently use Microsoft 365 you’ll likely want the premium plan for $16/month which includes Teams plus stand-alone downloaded versions of all of your primary office tools (Word, Excel, Power Point, etc.). If you already have a previous version of the Office suite, then you may be fine with the Essential package for $6.40/month which is limited to web versions of the office suite but still includes access to Teams. Continue reading “Taking Back the Remote Control”