by Numo Financial | Jun 2, 2025 | Blog, business owners, estate planning, financial advice, financial planning, group benefits, health benefits, insurance, investment, tax
10 Essential Decisions for Business OwnersBusiness owners are busy… they are busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider; from...
by Numo Financial | Mar 31, 2024 | Blog, critical illness insurance, insurance
Nowadays, people survive serious medical issues such as cancer, a heart attack, or a stroke. And while this is good news if a criticalillness happens to you – your recovery may come with costs that you don’t have the money to cover. This is where critical illness...
by Numo Financial | Sep 30, 2023 | Blog, business owners, corporate, incorporated professionals, insurance, life insurance, tax
An Immediate Financing Arrangement (commonly known as an IFA) is a financial planning vehicle which combines life insurance coverage with tax advantaged wealth accumulation.Who could benefit from an Immediate Financing Arrangement?An IFA is a financial strategy which...
by Numo Financial | Aug 3, 2023 | Blog, business owners, estate planning, Family, insurance, investment
Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
