Protect your life, your ability to earn income, and to keep a roof over your head.
The Value of Naming a BeneficiaryNaming a beneficiary on an insurance policy or a segregated fund contract has a number of benefits related to estate planning. Watch this short video to learn more, and feel free to contact me if you have any questions after watching it.
What is an Annuity?
An annuity is a plan that makes payments to you on a regular basis. It might be a general annuity, a payment from a registered retirement income fund (RRIF), or a variable pension payment. These payments are part of your total income and are reported on your tax return.
Source: Canada Revenue Agency
What is Term Insurance?
Whether you are looking to protect your family or your business, term life insurance offers affordable and flexible protection you can customize to meet your temporary and growing needs.
You can choose term life coverage that protects you for 10 or 20 years or until you reach age 65 or age 100.
What is Disability Insurance?
Disability insurance helps protect your income and business if you become disabled and can’t work. With different products available for full-time, part-time or home-based workers, disability insurance is the perfect solution for professionals, business owners, business executives and other employed Canadians. An individual disability insurance plan can help you meet your income requirements so you can concentrate on recovering and returning to an active life.
Whether you need to secure your main source of income or supplement the coverage you receive from your employer or an association, disability insurance can help by providing a comprehensive and portable plan you can rely on throughout your working years.