Category Archives: Finance Guide

The perceived value of an insurance agency is affected by three things: 1) earnings, 2) future earnings, and 3) market conditions. These are the same factors that affect the value of any investment. This article will explore each aspect of insurance agency selling in order to help agency owners understand the best ways to prepare. “Pro Forma Earnings” and the […]

Motorcycle insurance without a license Most people believe that it is impossible to obtain vehicle insurance without a driving license. While this is true for most people it does not mean that you cannot get auto insurance without a driver’s license. This applies to both motorcycles and other vehicles. You might wonder how can I get motorcycle insurance […]

Every day we make mistakes. Because of uncertainty, investments are no different. It is important to avoid common investment mistakes. Although peer to peer lending is the newest and fastest-growing investment platform in India, it does come with its risks. There is huge potential for lenders to make higher returns on their money than equity, given the large […]

Are you planning your next adventure and wondering if your credit card offers travel insurance? If you’re a Bank of America Travel Rewards cardholder, you may be curious about what kind of coverage comes with your rewards program. Travel insurance can provide peace of mind while traveling, protecting you against unexpected mishaps like trip cancellations […]

My firm regularly assists agency owners with the planning and execution for the sale of their businesses. With the 2013 tax hikes, some key questions are being raised more often. I thought it would help to bring these issues to a wider audience through the dialogue that follows. Although the information is quite detailed, it is intended […]

As a business owner, it’s important to not only protect your company but also the employees who help make it successful. Offering insurance benefits can provide peace of mind for both you and your team. However, with so many types of business insurance available on the market, it can be overwhelming to decide which ones […]

Many small businesses overlook the needs of their owners and employees. The business continuity is a critical need for all involved: partners, stockholders, owners and their families. If you are a producer who is knowledgeable about business insurance, or want to help prospects who might be affected by it, it’s a great way for you to […]

It is crucial to be familiar with the tax treatment of mutual funds if you are interested in investing. Capital gain or profits from mutual fund investments are subjected to income tax because they are income from your investments. The taxation of mutual funds is very simple and can be applied to your investments based upon […]

Are you a newbie driver who has finally obtained their license and is eager to hit the road? Or maybe you’re someone who hasn’t been behind the wheel for a while but wants to get back on track. Whatever your situation may be, one of the first things that come to mind after getting your […]

We have provided the regulations for registration of new customers and door-to-door sales to help you feel more secure when signing up with an electricity or natural gas retailer/retailer. To protect your natural gas and electricity bills from scammers, this article will outline the rules and regulations that energy retailers/retailers in Ontario. This article will help you […]