A pilot program designed to help small business owners save time and effort while getting helpful advice about essential insurance products and financial services has been created by Synergy Credit Union and The CUMIS Group Limited.

The OnePlace For Business program starts with building a profile and understanding of the small business, followed by a review of product offerings and solutions that could help the enterprise and its owner achieve their goals, according to the $1 billion Synergy CU in Burlington, Ontario in Canada.

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