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 [...]
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 5 [...]
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 [...]
Life Insurance ownership is at a 30-year low. This leads to almost half of Canadian households saying that they need more life insurance. This is not surprising as there is a good probability that you have not been recently solicited to purchase insurance. I know that no one likes to be sold (including [...]
Do you own an incorporated business? Do you personally receive income from your business? Do you and your family have annual Medical Expenses? If you answered YES to all of those questions… we can SAVE you money. What is a Health Spending Account (HSA)? An HSA is a Canada Revenue Agency approved method that [...]
