Insurance

Most people, even educated professionals, do not have a good understanding of insurance or how to use it as a tool to reduce and address tax issues. Ross Financial offers expert assistance in insurance matters to individuals and professionals who need some of their questions answered and who want to use their insurance for its greatest possible benefit to them.

Do you have insurance?

Is insurance right for your business?

Can insurance save you money on taxes?

Is your life insurance consistent with your other types of insurance and business succession planning?

Is your business succession planning in line with your estate planning?

Does your insurance have cash value?

What is corporate-owned insurance?

Why is corporate-owned insurance important?

How is it possible for insurance to save on taxes?

Do you even understand the terms of the insurance that you have?

Does your health insurance give you premiums back when you stay healthy?

If you have questions like the ones listed above, then please contact us and we can help. We have all kinds of strategies that will save you money, help you understand the insurance policies you have, and most importantly allow you to use your insurance to save on taxes. Taking advantage of the unique elements of insurance in order to save on future taxes is our area of expertise.