Street view of Murrick Head Office.

Blog

Home » Blog

Options for Funding a Buy/Sell Agreement

A major consideration in structuring a Buy/Sell Agreement for dealing with the potential of the death of a shareholder is ensuring that the remaining shareholders have the financial means to pay …

Read more

Understanding Spousal Rollovers

According to tax law, assets may be rolled over or transferred to a spouse with no immediate tax implications. This is known as a spousal rollover. Essentially, the spouse will assume …

Read more

Don’t Make These Five Life Insurance Mistakes

Life insurance is an important part of managing your family’s future, and you don’t want to mess it up with a stupid mistake. Here are five common mistakes that can …

Read more

Five Reasons Why Life Insurance Matters

Perhaps you’ve been thinking about getting life insurance, but you’ve been putting it off. You haven’t needed it yet, so how important is it, really? Here is some food for …

Read more

Testimonials

Steven Joe

Great service, been in the business forever helping the community. Highly recommend.

M C

I wish to express my appreciation for Alan Ying who has been very helpful and supportive and his professionalism in helping me in getting my auto insurance on my new Tesla. Thank you ❤️

Di Wang

friendly, professional and knowledgeable.

Latest From Our Blog