Protect Your Assets
Business Wealth Protection
TD Waterhouse provides access to a number of sophisticated, cost-effective ways to manage the risks to your business and personal financial security.
With the right insurance strategies in place, you can protect your business against financial loss due to illness, disability or death. In addition to this unparalleled level of risk management, the tax treatment of certain insurance policies - and their benefits - make them ideal vehicles for income maximization, retirement and estate planning.
Financial security for you and your business
This combination of immediate protection, sheltered growth and tax-advantaged death benefits has been refined into a variety of business insurance-based strategies that can be used to:
- Protect your business against the injury or death of an owner or key person
- Provide key executives with alternative retirement planning options
- Shelter a portion of corporate profits from taxes
- Supplement your retirement income
- Plan your business succession and equalize your estate for your heirs
- Meet the tax and estate planning needs of transferring ownership to a family member
- Leave a legacy to charity
Business Stages & Strategies
Find out how various business insurance strategies can be used to meet your specific needs - now and in the future. Sample stages and scenarios utilizing insurance portfolios are provided to illustrate the potential value of these strategies.
Take the next step
For more information, please call your TD Waterhouse Advisor for a referral.
All insurance products and services are offered by licensed agents of TD Waterhouse Insurance Services Inc., a member of TD Bank Group.
Contact Us
Contact your TD Waterhouse Advisor for a referral.
Core Insurance Products
Read about the core insurance products available to you through TD Waterhouse Insurance Services.
Business Stages & Strategies
Review the key business stages along with sample insurance strategies and recommendations.
The above documents are available in PDF format and require Acrobat Reader
Tools & Resources
Brochures:
The above documents are available in PDF format and require Acrobat Reader