Category Archives: Uncategorized

Hard to Insure? I Can Help!

Hard to Insure? I Can Help!

When it comes to Life Insurance, one size doesn’t fit all. I offer a wide range of Whole Life and Term Life including plans from Canada Protection Plan, to ensure you get the quality coverage you need with rates that are among the lowest in Canada. So whether you are 18 or 80, are hard to insure or in good health, I have a plan that’s right for you. For more information on simplified issue and no-medical life insurance, contact me for a free no-obligation quote.

Top 10 Reasons to have an Estate Plan

Estate planning 2You’ve worked hard for many years, likely decades, to get where you are today. It can all be taken away in a matter of moments without proper plans in place. Estate planning starts by considering the events and changes that death or serious illness will bring. Then it tries to improve the situation for you and your heirs.

Read 10 Reasons to have an Estate Plan

Juvenile Life Insurance

Juvenile life insurance is permanent life insurance that insures a minor. It is a financial planning tool and should not be confused with Child Life Insurance which is usually purchased to protect a family against the sudden and unexpected costs of a funeral and burial.

Juvenile life insurance has become popular for college savings, lifetime savings, investment, and as an estate planning tool providing the following benefits:

– Build up of tax deferred cash value inside the insurance policy

– A policy can be paid up in 10, 15, or 20 years providing insurance coverage for life and cash values with continued growth

– The face value is received tax free

Understanding Par Whole Life and Dividend Scale Interest Rate

For more information on Juvenile plans and carriers, Contact me

 

 

2014 Ontario Budget: Building Ontario Up Today for a Brighter, Stronger Future Tomorrow

Ontario is moving forward with its plan to build opportunity and security for today and tomorrow.  The 2014 Ontario Budget, takes immediate action to create jobs by investing in a highly skilled workforce, building modern infrastructure and transportation networks, and supporting a dynamic and innovative business climate.
The budget also takes steps to build the retirement security workers deserve, an initiative that supports long-term economic growth…

Snowbird Seminar

Join us for our first annual Snowbird Seminar at the Buckhorn Community Centre on Thursday, August 21st, 2014 from 9-12:30.

We have put together a group of professionals to provide information and answer questions about various subjects: Travel Insurance; Getting Your Prescriptions in Order; Tips on Converting US $; Buying Property in the US?; US Tax Issues for Canadians – 183 Day Rule.

For more information click here