Corporate-owned life insurance can be used as a tool not only to build wealth, but as an effective way to tax-efficiently transfer that wealth to beneficiaries. Corporately-owned life insurance policies can provide numerous benefits to business owners, aside from the obvious financial benefit in the event that an insured person passes away. Tax […]
Do you have clients who don’t see the value in planning? When your clients don’t think they need a financial plan and you’re having a hard time articulating the value, what can you do to help them understand? Learn what strategies 4 top Advisors are using with great success to easily demonstrate the value of […]
It’s never been easier to provide tremendous value to your corporate financial planning clients. Snap now enables the modelling of corporate Whole Life and Universal Life policies within its Corporate module, including the impact on the organization’s CDA balance and the flow of death benefits to the personal side. The new corporate-owned life […]
We recently surveyed Snap users to get a better understanding of how financial planning software has benefited and grown the financial advisory practice. The responses were meaningful and impactful – so much so that we wanted to put together essentially a guide for all Canadian Financial Advisors who seek to grow their practices through effective financial planning.
We know that right now inflation, interest rates, talk of bear markets, and declining portfolio values are top of mind for nearly all Canadians — in particular, those who are either approaching retirement or are already there. Our users have been telling us that they need more tools to facilitate these conversations in order to […]
As a Financial Advisor, you already know that your clients continue to demand more value in each and every client meeting. To facilitate this, Advisors rely on information, speed, and simplicity from their financial planning software during retirement planning discussions. Most likely, your clients are not coming to you, asking for a financial plan. They […]