Insurance products have pitfalls. Advisors vary in expertise and intent. Who's your advocate? Who answers the questions you may not know to ask?
Taxevity serves entrepreneurs, families and donors who are healthy, wealthy and wise.
You can take your prescription to any advisor. If you prefer, you can now use the Taxevity Insurance Pharmacy instead. The choice is yours.
Who Packed Your Parachute (and how)?
There's no premium for peace of mind.
Generalists compromise. Taxevity focuses exclusively on life and health insurance. There are no services related to investments, employee benefits or financial planning. Where possible, Taxevity gives unpaid referrals to experts in other areas. There are openings in some areas. Suggestions are welcome.
Here are selected posts from more than 500 written since 2007:
- The Globe and Mail on Canada's "insurance loophole": What else is wrong?
- The risk of financial innovation
- The new prescription for trust
Since generosity is free, where is your advisor's blog?
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