Juvenile Insurance – Why You’re Never Too Young to Secure Your Future

You do a great job to help your clients understand the benefits of life and critical illness insurance, save for retirement and create an emergency fund – all to ensure that their financial future is secure. However, have you discussed what is available to help them safeguard their children’s financial future as well? Continue reading “Juvenile Insurance – Why You’re Never Too Young to Secure Your Future”

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Juvenile Insurance – Why You’re Never Too Young to Secure Your Future



Death, Taxes and Probate Fees

It’s often said that nothing in life is certain but death and taxes. Probate fees on an estate can be added to this common saying. Probate fees are paid on the fair market value of the assets held in the deceased’s estate. While obtaining a grant of probate is not mandatory, in order for certain assets (land, financial accounts, publically traded securities) to be transferred to beneficiaries and to protect the Executor and others from liability, most estates are probated. Continue reading “Death, Taxes and Probate Fees”

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Death, Taxes and Probate Fees


DUIs: New Laws for a New Era

The introduction of legalized cannabis in October 2018 was accompanied by a great deal of publicity, debate and no shortage of controversy. Less publicized but equally as important, were the changes made to the impaired driving laws in December 2018, addressing the use of both alcohol and cannabis when behind the wheel of a vehicle. Continue reading “DUIs: New Laws for a New Era”

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Driving High and how it can Impact Your Future




Insurance for Your Whole Life

Participating whole life insurance is one of the most tried and tested products in the life insurance industry. It has had its ups and downs, but the stability, security, and simplicity of whole life has kept it as one of the most popular forms of permanent insurance. Despite this, clients are still often confused and bewildered by the high cost of the products.

Continue reading “Insurance for Your Whole Life”

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Insurance for Your Whole Life