Visiting Canada? Here’s why you must have Visitors to Canada Insurance [Presentation]

After months of planning, your arrival to Canada will soon be a reality. Before landing, you want to ensure you’ve thought of everything to help you have the journey you imagined. One item you might overlook, or maybe not even think about, is Visitors to Canada Travel Insurance. Here’s why you must look into it. […]

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Meet Donna – A Case Study on Affordable Life Insurance for Smokers

Donna is a: 44-year-old female smoker. Single mother of one. Works on the line at automobile parts manufacturer. Donna wants additional permanent life insurance to complement her group life insurance that would cease to work when she stops working. She tried to quit smoking on a couple of occasions but the challenges of being a […]

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Is Final Expense Insurance a good deal? [Presentation]

When it comes to ensuring financial peace of mind for your family, Final Expense Insurance is a way to cover funeral costs or other expenses for older adults who no longer need a traditional life insurance policy. Those bills can get pretty big, with the average funeral costing roughly $10,000. That can be a lot […]

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How to prepare a financial plan to help you adjust to retirement [Presentation]

/ Retirement / Sep 24, 2021

We know how exciting retirement can be after years of hard work. So have you considered how you are going to spend your “me time?” How long you’ll live is an important factor that impacts how long your money needs to last. Canadians are living longer than before, which means you’ll likely need more to […]

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When Does It Make Sense To Opt For Critical Illness Insurance?

When you are healthy, it is the best time to plan for the unexpected. That is simply because your options become more restricted when the unexpected illness occurs. For the sake of the explanation, let’s say your doctor diagnosed you with a life-threatening disease like Cancer. They say your chances of defeating it are excellent. […]

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How to balance the purchase of Life Insurance with Investment [Presentation]

Investing is as important as the purchase of a life insurance policy and you will need to do both in your lifetime. Here’s how you can balance the purchase of Life Insurance with investment.  Do you know? There are two different ways to do life insurance and investments. You can purchase insurance and investments […]

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Do Retirees need Life Insurance? [Presentation]

/ Life Insurance / Aug 18, 2021

You probably had a life insurance policy while you were working. Maybe your employer offered you group coverage or maybe you bought your own life insurance policy from the market with the help of your advisor. But now that you’re retired, do you need to keep your policy in place, or if it’s already lapsed, […]

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Read This Before You Think Critical Illness Insurance Is Not Worth Your Money

No matter how much you try, you cannot predict the future. The unpredictability of life makes it difficult to predict what is waiting for you around the corner. A Critical Illness Insurance plan can provide you valuable financial support in case you or any one of your family members is diagnosed with a serious illness, […]

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Important Financial Decisions to consider when getting married [Presentation]

You’ve chosen your life partner and have agreed to come together emotionally and economically. You are literally contractually obligated to each other until one of you passes away or you decide to separate. Family finances in any relationship should be given high priority. Here are some of the most important financial decisions to consider when […]

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How much life Insurance coverage should I have?

To be honest, you cannot pinpoint how much coverage you need by coming down to the precise dollar. What you can do is to make a good estimate of the amount you need by assessing your current financial condition and imagining what your family will need in the coming years. Generally speaking, you should figure […]

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