Protecting Everything You've Worked For
Your retirement has arrived at last. You've worked a lifetime and now you're ready to enjoy your leisure - whatever that may mean to you. As you begin to take pleasure in doing everything you've always looked forward to doing, take a few moments to reassess your insurance needs.
We make some suggestions here, but because every situation is unique, please feel free to contact us to discuss your needs.
Make your retirement everything you want it to be
Even though you've been careful about your planning and you've saved and invested enough to see you through, have you considered every eventuality? You may want to consider other investment options that not only grow your money, but also offer the protection of life insurance. Universal Life insurance provides you with permanent life insurance along with the choice to invest a portion of your premium into a tax-sheltered investment option. It's a good way to continue meeting your financial goals while also protecting you and your family.
Talk to an Insurance Representative about some of these possibilities.
Preserving your assets
To make sure you don't have to dip into your retirement savings or your children's inheritance to pay for long term health care for yourself or your spouse, ask about long term care insurance. It can help you meet the expenses of ongoing care in a long term care facility or at home.
This may also be a good time to consider your final arrangements. We offer a plan that provides guaranteed coverage for people over 50 years of age. It could help ensure that your family does not have to face a financial burden at a time of loss. It's also an ideal way to leave a bequest to your favourite charitable institution, or to help your heirs pay any capital gains tax that your estate may face if you leave them a cottage or other property.
Let one of our Insurance Representatives provide you with a no obligation analysis of your unique needs and recommend the insurance that's right for you.
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