When you are considering your options to buy an insurance product, plan before you buy. The planning process requires you sitting down with your financial advisor and letting her/him know the BIG picture. How much insurance should you own and what type? Can I buy more insurance which is designed for my needs? How long do I need the coverage? Mortgage insurance at the bank is expensive; how much premium can I save by going to an " independent" broker ? Who should be owner and beneficiary of my policy? Do I have a holding company that can pay for my insurance with lower after tax premiums?
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A valued and trusted advisor to professionals, business owners and corporations, Milan is the founding principal of the TK Financial Group and a member of the Society of Trust and Estate Practitioners, Canadian Advanced Life Underwriters, TiE and Barrington Wealth Partners. Milan's integrity, knowledge, and passion for financial planning are qualities his clients appreciate and trust with their integrated financial planning.
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