How We Do It

The Pathway to Prosperity™, Step 3: Protect your Dreams

 

Step 3: Protect your Dreams

How many of you know that September is Life Insurance Awareness Month? As financial planners, we feel this is well worth noting. 

Before you bypass this message, do yourself a favour and take a moment. ...Insurance can do some pretty amazing things, when you really stop to think about it.

Lifestyle Protection Planning is about life – in the present and in the future. Most importantly, it is about the life of your family and loved ones – and the peace of mind you get from helping to preserve their financial security. 

How much is preserving your lifestyle, minimizing estate liabilities or looking after your loved ones really worth? 

Your lifestyle protection mainly covers premature death, critical illness and disability protects you from all the risks inherent with the same. No one likes to think about it, but planning for an untimely death or serious illness is something we all need to consider…Unfortunately nobody plans to fail but many do fail to plan. What if you were suddenly gone and your family had to manage on their own?

When was the last time you had your insurance needs reviewed by a professional?
Has your insurance coverage at work changed?
Do you understand what type of insurance you currently have?
Are you protecting the banks with expensive Mortgage Insurance instead of your loved ones with a more appropriate and less expensive strategy?

Insurance is not the insurance you may have been sold 20 years ago. Insurance has evolved and there is so much more. Does your family protection reflect the needs of today or is it past its sell by date? 

Book your appointment today and we will absorb the cost of a personalized needs analysis. This analysis will help you determine if you and your family are properly protected 
 

Your family’s financial future is too important to leave to chance…. 


 Step 1           Step 2           Step 3       
   Step 4          Step 5