Ask WHY before you buy!
Plan with the end in mind.
Why understanding your WHY impacts results.
How much insurance is enough?
"How long will I live?"
Cash at Death & WII-FM
What is a Successful Retirement?
Retirement Planning Checklist
Retirement Income Sources
Guarantees that can help protect your investments
Guaranteed death benefits
Potential creditor protection
Tax and estate planning advantages
- Small business owners
- Self-employed individuals
- Investment property owners
HOW IT WORKS:We start with an initial strategy session to determine direction.
1. Clarify what you want
2. Design a strategy to get what you want
3. Find the money to fund what you want
WHY IT WORKS:
Your Situational Financial Planning is targeted, based on your answer to: “I want this because ....”
Bottom Line: You Save Time, Money and Taxes
If a product is recommended to address your needs: executive benefit plans,life insurance,retirement income plans,RRSPs,guaranteed investment funds,income annuities,business life insurance,Guaranteed Interest Annuitiesdisability insurance,universal life insurance,critical illness insurance,GIAsjoint annuities,annuities,GIFs,employee benefits,pension plans,mortgage referrals,