January 18, 2023

Author: The Link Between

Insurance options, estate planning and retirement income… we’re revisiting our top 4 tools to illustrate your insurance options and help you stay financially on course in the year to come.

1. The Ultimate Planning Tool: For prioritizing what you want when you want

If you’re considering purchasing insurance, this tool illustrates the benefits of permanent insurance and how it can be flexible enough to service a lifetime of changing priorities and needs.

2. Exploring Your Life Insurance Options

If you need an introduction to your life insurance options, here’s the 101. Term, Universal Life, Whole Life - use this tool to discover the fundamentals of temporary versus permanent life insurance.

3. Insuring Your Greatest Asset with Disability Insurance

What’s your greatest asset? Homes and vehicles are among the most common answers, yet it is your earning power that has the biggest impact on your financial resilience. Find out how disability insurance can protect your earning power during times of uncertainty.

4. Strengthening Your Safety Net with Critical Illness Insurance

Risks are an inevitable part of life, but what is the likelihood of some commonly known risks occurring in your lifetime? Take this quiz to find out.

If you would like to see more of these valuable tools, visit our complete The Link Between Tools Library and if you would like to know more about any of these topics, be sure to contact our office.

Posted ON Fri, February 24, 2023 at 10:44:39 am MST    Comments (0)
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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This blog was prepared by Jason Desaulniers who is a Investment Funds Advisor at Excalibur Executive Planning Inc., a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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