Win/Win – A Critical Illness Strategy for Business Owners

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Insurance is not often thought of as a financial tool that can bring guaranteed returns while a policy owner is still living.

A strategy we use with business owners protects their business and financial assets while providing the ability to access money out of their company on a tax-advantaged basis in the future if they never make a claim.

A Penny for your Thoughts… Not Anymore

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Budget Bulletin 2012

What you need to know…

Finance Minister James Flaherty tabled the 2012 federal budget on March 29, 2012. This is the first budget presented in the House of Commons since the Conservative party won a majority of the seats in Parliament in the last election. The following is a summary of the changes announced in the budget. Please note that these changes are still proposals until passed into law by the Federal Government.

Personal Tax Matters

Personal income tax rates
No changes announced, although tax brackets have been indexed by 2.8% to reflect inflation.

Team AQ Announces a New Website and Social Media Platform

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Team AQ is proud to introduce our new website.  We are particularly excited to provide ongoing access to our published articles, blog and video blog in the AQ Speaks section as well as articles and events that have piqued our interest or created discussion within our Team or our community in the Headlines and Events section.  The AQ philosophy of collaboration, education and advocacy has long been a cornerstone of our communication style and this new foray into social media provides a medium for our Team to share the lessons we are continuously learning and the information we collect with all of you.  We have long believed that our best learning comes from the individuals and organizations that we engage with and we encourage and would appreciate any commentary or suggestions for content from those of you who feel inclined.  The very best outcome for our Team from the content we publish would be to create a conversation about issues and innovations in benefits and group retirement, health and community.