Protection Planning
Your health is your most valuable asset. Both you and your family depend on it, but when things go wrong it can be disastrous to your financial plans. We develop a custom insurance plan in order to protect you and your loved ones.
We call this plan your Protection Policy Statement (PPS). The PPS summarizes your current:
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Long Term Care Insurance
- Health Care Insurance
It then illustrates your needs, current coverage and provides a market survey of the best available policies to meet your requirements and cover any shortfalls.
Once implemented, we revisit this plan periodically in order to ensure that the plan continues to meet your changing needs.
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Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.