Finding Lost Insurance Policies

Did you know that even professional financial advisors can leave behind a bit of a mess? In a previous Did You Know called Have you Fired Yourself Yet?, it was suggested that if you are your family’s financial advisor then you may be doing them a disservice. If...

Growing Into Life Insurance

Did you know that the consumer advice articles like “Tips on Saving Money on Your Life Insurance” are extremely short-sighted? They advocate “save money and only buy the amount of term life insurance you need.” There are several issues with...

Planning Can Be This Simple!

Did you know that you can help your clients simplify and focus in on their life insurance and financial planning priorities in a few short sentences? Here’s how … Simply say “financial planning (in Canada) involves thinking about four (4) entities:...

Have you fired yourself yet?

If you are your family’s financial advisor, fire yourself! Why? Very simple really. When you pass on, who will be there to be your family’s “trusted advisor” at a time when they need one the most?! Let’s be frank – whether death...