business owners | Portfolio Planning

Buy-Sell Agreements for Dentists

by Portfolio Planning | Apr 30, 2025 | Blog, business owners, Buy Sell, incorporated professionals, insurance, Professionals

Why Dentists Need a Buy-Sell AgreementIf you’re a dentist in a partnership or group practice, having a clear buy-sell agreement isn’t just a good idea—it’s essential. A properly funded buy-sell agreement ensures your practice remains stable and your family, partners,...

Accessing Corporate Earnings

by Portfolio Planning | Nov 1, 2024 | Blog, business owners, financial advice, financial planning, insurance, investment, Professionals

One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way.There are 5 standard methods:SalaryDividendShareholder LoansTransfer Personal AssetsIncome SplittingThere are also unique ways utilizing...

Do you REALLY need life insurance?

by Portfolio Planning | May 31, 2024 | Blog, business owners, Family, farmers, insurance, Professionals, retirees

You most likely do, but the more important question is, What kind? Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in...

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Buy-Sell Agreements for Dentists

Accessing Corporate Earnings

Do you REALLY need life insurance?

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