by Davlyn Financial | Jun 30, 2023 | Blog, Charitable Gifting, estate planning, Family, investment
How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
by Davlyn Financial | Jun 18, 2023 | Blog, life insurance
How To Use Insurance To Provide Your Family With Financial Protection The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you...
by Davlyn Financial | Jun 14, 2023 | Blog, business owners, corporate, dental benefits, group benefits, health benefits, insurance
We understand that when looking for employee benefits, you’re looking to do so cost-effectively. But it’s essential to make sure you work with an employee benefits specialist, no matter what the price tag is on your benefits package. We’ll...
by Davlyn Financial | Jun 14, 2023 | Blog, CLU Comment, life insurance
There may be times when there is a need to transfer a life insurance policy from a corporation to an individual shareholder or from one corporation to another. At a recent Canada Life and Health Insurance Association meeting, the Canada Revenue Agency (CRA) was asked...
by Davlyn Financial | Jun 13, 2023 | Blog, business owners, corporate, dental benefits, group benefits, health benefits, insurance
We understand that when looking for employee benefits, you’re looking to do so cost-effectively. But it’s essential to make sure you work with an employee benefits specialist, no matter what the price tag is on your benefits package. We’ll explain...
