Taxevity provides three core services
- actuarial insurance reviews
- risk assessments
- marketing audits
Some require the expertise of your other financial advisors.
Actuarial Insurance Review
If you already have life insurance, congratulations. You've taken steps to protect those you care about. Unlike other investments, insurance is not one you "buy & hold". Your needs change and so do the tools available to help you.
Accountants are advised to review your insurance needs at least once every five years. Since accountants are rarely experts in insurance or the ongoing enhancements, Taxevity can help. This also saves your accountant time, which saves you money. When was your last review?
Find out about the Actuarial Insurance Review.
Risk Assessment
This is much like an Actuarial Insurance Review but more thorough. Here you're asked more questions and analysis takes more time. This is a great choice if
- you've never had an assessment of the risks you may be facing
- you're willing to take action to prepare for the future
You also receive a marketing audit.
Marketing Audit
How effective is your marketing? Taxevity doesn't sell any marketing services but relies heavily on social media to show consistent persistent generosity. A review based on this experience can help you. Often, small changes have big impact. This service is free and provided as time allows.
Copyright, Taxevity, 2009 - 2011, Privacy Policy
Proud to be a Nominee for a Business Excellence Award
from the Toronto Board of Trade. The category is Start-up/New Business. The reason is the innovative use of social media to build trust. You can use the same techniques too. Start painting your digital tapestry and keep going. Please?
