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TK Insurance has long been recognized as professional advisors of choice for self-employed, corporate and professional clients.
Leading insurers recognize our firm as one of the premier insurance providers in Canada. We have been assigned senior underwriters to work on your application which provides you with assurance that you will receive the most favorable offer.
We provide you with a complimentary insurance audit and a summary report which have proven to be of great value. Here are some examples of what we have uncovered:
- Saving a corporation over $20,000 yearly premium.
- We reduced the corporate premium by over $30,000 yearly.
- We identified to a corporate client the taxability of insurance proceeds on her death due to improper structure.
- We uncovered a situation where the owner and beneficiary of a corporate life policy was a holding company no longer in existence.
- An individual had not smoked for over 9 years and was still paying smoker rates.
- By transferring life insurance policies into a Professional Services Corporation, we enabled a physician to draw out over $500,000 tax free dollars from his PSC.
Our initial meeting will enable us as well as you to determine if and how we can provide value to you and if we should engage with each other.
The process starts with an insurance audit and expands into a planning process which provides you with a road map to tax savings, creditor estate proofing , protecting your net worth, treating family members equitably, eliminating tax, these are only some of the opportunities we will uncover.
We work closely in a team environment with your other professionals to ensure nothing is left to chance. Our experience will provide you with valuable Estate/Insurance planning ideas. When you are looking for professional advice, integrity and proven track record, call Milan and/or Shawn.