16Jun

The Importance of Disability Insurance

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Many insurance advisors have not actively discussed disability insurance with their clients. While most brokers have the ability to sell, most do not due to the complex nature of the product. What this means is that many insurance advisors typically focus on the life insurance – and sometimes, try to encourage their clients to purchase the best […]

09Jun

How I am Growing my Business and You Can Too!

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One thing that I absolutely believe in is the power of a positive thinking. For many, it’s a difficult task to stay positive, especially during difficult times. The world can sometimes be a very cruel place, and while we may not be able to control certain aspects of our lives, we do have the ability […]

02Jun

Disclosing your smoking history

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Many people don’t disclose their smoking habits… but they should. By answering this question incorrectly, you are jeopardizing your policy. Do you really want to put yourself or your family in a position where a policy may not pay out since you decided not to be truthful at time of application? Deliberately stating that you […]

26May

Don’t Let A Temporary Disability Ruin Your Life

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Most of us believe that only an unlucky few fall prey to disabilities that force them to take significant time away from their job. But the reality is very different. Did you know that approximately one in three working-age Canadians will become disabled and unable to work before they turn 65? If you suddenly become […]

12May

Syndnicate mortgages and my opinion about them

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There has been a lot of talk lately with Syndicate Mortgages and thought I would share my own opinion on these. I have been approached and asked by one of these syndicate mortgage companies to incorporate this type of investment into my practice and promote to my clients. After carefully reviewing the contract and doing […]

28Apr

The Hidden Risk of Simplified Insurance

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We live in a time where people want what they purchase right away. Simplified insurance can help many obtain insurance without going through all the work to get it. That said – simplified insurance doesn’t give the client the same peace of mind as a fully underwritten policy. Personally, I am not a fan of […]

21Apr

Beware of Group Disability Insurance

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Last week, I wrote “When does permanent life insurance make sense?” If you missed the article, you can find it here https://secureplan.ca/permanent-life-insurance-make-sense/. If you are like most Canadians, you are likely relying on your group long term disability policy to replace your income in the event of an injury or illness. This can be a costly mistake. […]

07Apr

When does permanent life insurance make sense?

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Last week, I wrote “Why Insurance can be frustrating for the advisor as well!” If you missed the article, you can find it here: https://secureplan.ca/insurance-can-frustrating-advisor-well/. While I am a huge advocate of term insurance for many, permanent insurance has its place for some. Term Insurance is for “IF” you die and permanent insurance is for “WHEN” you […]

31Mar

Insurance can be frustrating for the advisor as well!

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Last week I wrote about 5 reasons why you may hate insurance but might want it. If you missed that article, you can find it here https://secureplan.ca/5-reasons-may-hate-insurance-might-want/. Insurance can be frustrating at times, especially when you are not working with an expert to help navigate you through the process. I wanted to share with you […]

24Mar

5 Reasons you may hate insurance but might want it

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While I absolutely love doing what I do – selling insurance is not easy. Don’t believe me? Try talking to your friends or family about insurance and you will see their eyes gloss over and excuse themselves from the conversation. While insurance is an extremely important part of your overall financial plan, there are some […]

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The Importance of Disability Insurance

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