Insurance is Peace of Mind

We insure that which we cannot afford to lose or replace.- Unknown

This phrase is of immense value when deciding whether insurance needs to be a part of a business and/or financial strategy.

As a business owner, it makes good sense to look at all aspects of your business and personal life with a risk management view in mind. Not all insurance policies are the same. An insurance broker that understands not just your personal needs but your business needs as well is your greatest ally when it comes to searching the market for the right policy that gives you the coverage you need, and nothing you don’t need. This degree of knowledge requires a relationship, and that is what we look for in our clients.

Whether we have been working with you as a client from The Small Business Accountants division where we have already established a business and personal relationship, we have come to know why you run the type of business you do, and how it fits your lifestyle. If you are new to our business model, you will be assured after your first meeting with us that your best interests are our number one priority, and we take the time to ensure we understand what you need and want. Either way, we get you. This kind of in-depth understanding is critical to the insurance process and a strong relationship that will span over years.

We provide a holistic approach to business and personal finances by offering various types of insurance and financial products to better serve you. As an independent broker for Custom plan Financial Advisers Inc., we offer Registered Retirement Savings Plans (RRSP), Tax Free Savings Accounts (TFSA), Investments such as Segregated Funds, and alternative investment opportunities. We have taken your needs several steps further to include both personal and business risk management items such as: Life Insurance whether it be term, whole, or universal, Long Term Care, Disability Insurance, Group Benefit Plans, Critical Illness insurance, Business Overhead insurance, Key Person insurance and Buy-sell agreements*. We provide strategies in the areas of: investment, estate planning, “mortgage” insurance alternatives, tax deductible mortgage, life insurance needs, and business and personal care insurance needs.

Book an appointment and let’s create and put in place strategies that enable you to grow AND protect the business that is so much a part of your life blood.

For more information please call us at 403.457.6221 or email info@smallbusinessfinancial.ca

Insurance

Insurance products are provided through multiple insurance carriers.

 

Available Products

PERMANENT LIFE INSURANCE
TERM LIFE INSURANCE
INDIVIDUAL HEALTH AND DENTAL
MORTGAGE INSURANCE
TRAVEL INSURANCE
CRITICAL ILLNESS INSURANCE
Grouped Critical Illness
DISABILITY INSURANCE
INCOME LOSS REPLACEMENT PLAN (ILRP)
Employee Long-Term Disability (LTD) Programs
Business Overhead Protection
Disability Buy Sell
Disability Business Loan Protection
Key Person Protection
Retirement Protection
LONG TERM CARE
ACCIDENTAL DEATH & DISMEMBERMENT
ADMINISTRATIVE SERVICES ONLY
ALTERNATIVE BENEFIT PLANS
DENTAL CARE
Employee Assistance Program
EMPLOYEE BENEFITS
Extended Health Care
Private Health Services Plan ~ Cost Plus
Short and Long Term Disability

 

 

 

Health & Dental Coverage for Small Businesses

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Travel Insurance

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The Small Business Group of CompaniesMore than Just The Business
P 403-257-6235  F 403-257-6258
TOLL FREE 855-489-3546
A #101 11500 29th Street SE. Calgary, AB.
E info@smallbusinesscompanies.ca