#75 August

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August 2014 Issue 75

—S e rv i n g Q u Ê b e c & Atl a n ti c P r ov i n c e s—

August Theme:

Insurance & Wealth Management Products By Marek Krasuski

T

rucking is a complicated business, and amid all the regulations and demanding compliance standards to contend with, companies, drivers and owner operators need to protect themselves, firstly on the road with adequate insurance coverage, and secondly, off the road by maximizing the value of their hard earned cash and preparing for a comfortable retirement. The number of wealth management tools is probably as diverse as the dizzying number of insurance options which are subject to a wide range of influences such as delivery destinations, loss ratios and driver performance to name a few. Sourcing financial planners online to create wealth management portfolios is a good place to start, but these websites are general in their descriptions of the services they provide. Instead, their messages invite prospective clients to set up consultations before advice is given. Still, they do give readers something to think about beforehand. Some advisors draw attention to mistaken assumptions common to many who are new to financial planning. Among them is a lack of understanding the different financial tools available and the results each are designed to achieve. Others include believing that one catch-all financial Insurance, page 4 >>

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