High Output Business Network | Margaret Reynolds

Margaret Reynolds

55 Followers

My specialty is helping business owners create the certainty of knowing:
- If they have retained earning they are paying over 40% tax on I can help them restructure and dramatically reduce tax using tax effective strategies and life insurance solutions.
- If they are unable to work due to illness or injury their income will continue and their fixed business expenses will be paid using disability insurance and business overhead insurance.
- If a business partners dies the surviving partner will receive money to purchase shares from his... see more My specialty is helping business owners create the certainty of knowing:
- If they have retained earning they are paying over 40% tax on I can help them restructure and dramatically reduce tax using tax effective strategies and life insurance solutions.
- If they are unable to work due to illness or injury their income will continue and their fixed business expenses will be paid using disability insurance and business overhead insurance.
- If a business partners dies the surviving partner will receive money to purchase shares from his heirs by having a buy-sell agreement backed by life insurance
- I can create a plan whereby a corporation and shareholder can be guaranteed to either receive premiums back as health benefit, death benefit or as critical illness benefit all tax free using a critical illness insurance strategy
- They can create certainty of guaranteed retirement income for life, no matter what happens to market value using an insurance solution with segregated funds.
- They can create a tax effective succession plan so they can keep more & pay less to the tax man using insurance solutions.

Do you know anyone who fits this profile who might benefit by meeting with me for a 15 minute coffee?

Let's meet and see if I can "Reynolds Wrap" your risks and give you peace of mind.

Professional Experience

First Advantage Financial

Current

Independent Life & Health Insurance Advisor

I work with people like you, the small business owners & self-employed to create an effective strategy to protect...
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I work with people like you, the small business owners & self-employed to create an effective strategy to protect your most important asset, your ability to generate an income.

- I can help you guarantee an income if you are unable to work due to illness or injury using disability insurance and business overhead insurance.
- I can help you & your business partner create a plan to provide tax effective money if one of you dies so the surviving partner will receive money to purchase shares from the heirs by having a buy-sell agreement backed by life insurance

- I can create a plan whereby a you can be guaranteed to either receive premiums back as health benefit, death benefit or as critical illness benefit all tax free using a critical illness insurance strategy. This can be a personally owned or a corporately owned strategy.

- I can help you create the certainty of guaranteed retirement income for life, no matter what happens to market value using an insurance solution with segregated funds.

- I can help you create a tax effective estate plan so your successors can keep more & pay less to the tax man using insurance solutions.

Let's meet and see if I can "Reynolds Wrap" your risks and give you peace of mind.
Desjardins Financial Security Independent Network

2012

LIfe and Health Insurance Advisor

I work with business owners & self-employed to protect their business using insurance solutions. Using solutions...
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I work with business owners & self-employed to protect their business using insurance solutions. Using solutions like disability insurance & critical illness insurance to protect your business. Using tax advantaged life insurance strategies to help your business grow while saving money on tax. By working with you to create a financial strategy to help you reach your short and long term goals. Let me Reynolds wrap your risks and give you peace of mind.
Margaret Reynolds Wealth Management

2009

Independent Insurance Advisor

As an Independent Insurance Advisor I provided risk management strategies for small business owners to protect their...
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As an Independent Insurance Advisor I provided risk management strategies for small business owners to protect their income and business using insurance solutions like disability insurance, critical illness insurance, tax advantaged life insurance, extended health insurance. I helped client create short and long term financial goals using investment solutions and insurance products to help them reach their goals.
Open Solutions Canada

2005

Contract Manager

I created and managed the Contract Administration department for a $50m + public company. The company has since been...
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I created and managed the Contract Administration department for a $50m + public company. The company has since been purchased and taken private.
Infonet Software Solutions

2001

Global Contract and Sales Coordinator

I created and managed the Contract Administration department for a medium sized private software company. I was...
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I created and managed the Contract Administration department for a medium sized private software company. I was responsible for software support renewals that were approximately 20% of the companies yearly income.
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