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What is Key Person Insurance?

What is Key Person Insurance?

by Dao Financial Builders | Apr 30, 2024 | Blog, health benefits, life insurance

Most business owners understand that assets vital to the success of the enterprise should be insured.  Premises are routinely covered for fire and/or theft; vehicles used to make deliveries, insured; machinery needed for manufacturing, also insured. Given that...
Retirement Planning for Business Owners – Checklist

Retirement Planning for Business Owners – Checklist

by Dao Financial Builders | Jan 14, 2024 | Blog, business owners, corporate, health benefits, life insurance, long term care, pension plan, RRSP, Tax Free Savings Account

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...
10 Essential Decisions for Business Owners

10 Essential Decisions for Business Owners

by Dao Financial Builders | Jul 31, 2023 | Blog, business owners, estate planning, financial advice, financial planning, group benefits, health benefits, insurance, investment, tax

10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...

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Johnny Dao, MFA-P, IBC Practitioner

Asset Structuring Specialist

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