Author: Jennifer Davis

When is the right time to review my insurance plan?

Jennifer Davis business owners, estate planning, financial planning, risk management
When is the right time to review my insurance plan?
Clients often wonder how frequently they should revisit their current insurance plans. At Intent Planning, part of our annual review process with our clients involves reviewing their individual life insurance plans, all products they may own and whether there is… Read More... “When is the right time to review my insurance plan?”

Why business transition planning is more than just financial planning

Jennifer Davis business owners, exit planning, financial planning, retirement planning
Why business transition planning is more than just financial planning
When business owners start planning for the transition of their business, quite often their business and personal financial position is what is planned for. While these factors are important, owners often give little consideration to their emotional readiness to transition.… Read More... “Why business transition planning is more than just financial planning”

Estate Planning Topics to Think About

Jennifer Davis business owners, estate planning, exit planning, farm succession planning, financial planning, general, retirement planning, risk management
Estate Planning Topics to Think About
While many of us are at home surrounded by our families, it’s natural to be thinking about and discussing how the COVID-19 pandemic might impact our personal and familial affairs. If you now find yourself with an abundance of time,… Read More... “Estate Planning Topics to Think About”

Non-traditional options for non-registered assets

Jennifer Davis business owners, charitable giving, estate planning, financial planning, general, risk management, taxes
Non-traditional options for non-registered assets
Whether you have accumulated a portfolio of non-registered assets or are simply looking for alternatives to RRSPs and traditional investments, life insurance may be a great option to complement your overall portfolio. Life insurance in a portfolio of assets, can… Read More... “Non-traditional options for non-registered assets”