As insurance advisors, we often require our clients’ financial and medical information to ensure their plans get set up quickly and smoothly. And in many cases, we see that their financial, medical details – account numbers, contact info, important histories – are scattered and disorganized. It is human nature. Even though these details can be […]
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A New Approach to Life Insurance Do you live a healthy, active lifestyle? Shouldn’t your life insurance premiums reflect your efforts to lead a healthier life? As a society we have more information than ever available on how to remain healthy and active well into what we traditionally called “old age”. The health and benefits […]
Running a business is a labour of love, and a tremendous amount of work. Without proper protection, all the time and money spent building your company could be at risk. A corporately owned critical illness policy ensures that if you are diagnosed with a serious illness, your business will continue to operate, allowing you to […]
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Rapid change has become a theme in Group Benefits in recent years, and as an employer, it can be difficult to keep up with all the advances in new policies and products, as well as changing legislation and regulations. Despite all the change and innovation, one of the key themes that our clients have expressed […]
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The best-kept secret in retirement planning? Historically, owners, senior executives & many government employees were provided generous pensions that guaranteed lifetime retirement income. Their companies would make significant deductible contributions every year in order to fund a pension plan to guarantee a certain amount of income in retirement. Did you know that your small business […]
If you have applied for new insurance, a medical exam may be required. Most exams usually take approximately 30 minutes, and can be completed at your convenience in your home, office at a medical clinic. We will let you know what testing is required, and a Nurse or Doctor will contact you to schedule the […]
If you are a Business Owner or Executive, your Company could pay for your uninsured Medical or Dental Expenses.This includes things like Orthodontics, Major Dental, Laser Eye Surgery and other items that may not be covered under your benefit plan, as well as expenses in excess of plan limits. This may also include excess Paramedical […]
