Business Insurance

Taking care of business. Together.
Is this the service for you?
  • Our experts are there to guide you in the elaboration of tailored solutions for business succession or tax planning. They will also help you develop a strategic roadmap based on your needs.
Outlines

For business owners, adequate insurance can:

  • protect your income and keep meeting business expenses if you are unable to work due to illness or accident
  • ensure financial security for the deceased/disable’s family
  • be used as a business asset transfer
Features

Our experts are there to guide you. They will help you develop a plan based on your needs, such as surplus cash as well as individual and company-insured pension plans.

Types of insurance that could be offered to you as part of your protection strategy:

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance

Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investment services to members of credit unions and their communities. Trademarks of Alliance Wealth Management are used under licence by Credential Financial Strategies Inc.

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