lIFE cRITICAL-ILLNESS AND DISABILITY INSURANCE
WE HELP OUR CLIENTS PLAN FOR THE UNEXPECTED EVENTS IN LIFE
A STRONG FINANCIAL PLAN HAS A STRONG FOUNDATION
We all plan for a more fortunate future, though things are not always in our control.
Managing risk effectively means valuing your family’s capital. How much money will each of your family members create? The death or disabling disease of a loved one, for example, can have catastrophic consequences on a family or company’s financial future. How much capital would be required to replace income and allow your family or company to thrive?
Through a careful analysis of their situations, we suggest ways that our clients can mitigate risk through life insurance and critical-illness or disability insurance. These plans compensate by replacing income, paying off debt, paying for education, and leaving family members a legacy that ensures they’re in a position of full opportunity.
We have partnered with all major Canadian insurance companies to best serve our clients. Our focus is on careful evaluation of income, debt, family, liquidity, investments and your future if an unfortunate event ever rose. Using careful planning and focusing on our clients goals we have become a leading estate planning firm in New Brunswick.