The right kind of insurance can do more than protect your family and business. It can offer tax-sheltering investments, supplementary retirement income, plan your business or cottage succession, and offset estate taxes.
Many people view insurance with skepticism but the fact is that insurance can play a valuable role in your life, especially the more complex your needs become.
In the midst of illness, job loss, and unexpected expenses, including taxes, is not the time to consider insurance, but well in advance of possible predicament.
As an insurance-licensed advisor, I can review your circumstances and offer the best choice of insurance products that will meet your personal, business and wealth management needs.
An insurance review is part of the financial plan that I will create for you, consulting insurance specialists and accessing the major insurance companies across the country.
If you are looking for a financial strategy that will simplify and enhance your life, please contact me for a confidential consultation.