Life insurance, family protection & estate planning for today & future generations.
Areas of Practice
Mortgage Life Insurance
Your home is one of the largest purchases you will make in life.
If you were to pass away or become sick or ill leaving you unable to pay for the mortgage, ‘Mortgage Life’ Insurance protects you so you can continue to pay for your home.
‘Mortgage Life’ Insurance offered by banks and credit unions protects them more than they protect you.
Family Protection
If you were to pass away or become sick or ill leaving you unable to financially provide for your family, having the right Life & Health Insurance Plan in place ensures your family is protected.
Legacy & Estate Planning
Eventually, there will come a time when you no longer need insurance to cover your mortgage or provide for your family. This is when you can now decide to leave your family with an inheritance with life insurance proceeds. Leaving a Legacy for your family from generation to generation can be done with Life Insurance.
Working together is simple,
Initial Consultation: Schedule an initial meeting to establish a mutual understanding. During this meeting, learn about our qualifications and our dedication to serving your unique needs and goals.
Discovery: Engage in a detailed discovery session to accurately determine your specific needs, ensuring that all aspects of your financial situation are considered.
Goal Setting and Legacy Planning: Identify and outline the legacy you wish to build. This step involves a rewarding exploration of what you've already achieved and why, or helps in discovering a new purpose through strategic planning. This phase underscores the importance of understanding your long-term aspirations.
Strategic Planning: Whether or not life and health insurance are needed, our partnerships across various financial disciplines come into play, providing comprehensive solutions tailored to your goals.
Presentation of Recommendations: In the second meeting, receive tailored recommendations and solutions based on the initial discussions and strategic planning.
Ongoing Review and Adjustments: Engage in regular follow-up meetings to monitor the plan’s progress and make necessary adjustments. These sessions are tailored to fit the evolving needs and goals of each client.
Explore how our dedicated approach can help secure your future. Contact us today to begin crafting your strategic plan.
We can be contacted on our INSTAGRAM page.