Beneficiary Designations and the Importance of Transparency
In our recent article Beneficiary Designations – Making Sure Your Money Goes Where You Want, we…
Planning for Your Financial Future
Each of us will experience unique challenges throughout our lifetimes that may affect our ability…
The Settlement Process – What Your Beneficiary Can Expect
You have all of your bases covered, well done! But what happens when that time does come and your beneficiary needs to claim the proceeds of your life insurance policy? It will already be a difficult time for your beneficiary and you want to ensure that the process does not add more stress. Below are a few of the steps that your beneficiary can expect during the claims process:
A Holistic and Proactive Approach to Your Employees’ Wellness
If you had the option to treat a problem or prevent a problem, which would you choose? Today, business wellness strategies need to provide access to tools and resources not only in times of need, but proactively, and ideally before treatment is required or a claim occurs. The understanding is that with increased access to resources supporting proactive wellness, less retroactive forms of treatment (hospitalization, institutionalization and medication) may be required in the long term.
Choosing Insurance that Grows with You
Life is ever changing and so are your insurance needs – what you need today…
Thrive in a Pandemic: Delivering More Value to your Employees with Group Benefits
If you’re a business-owner, you know how vital your employees are in keeping your business…
The Power of Compound Interest
Why do we invest our money? Well, one of the key reasons is compound interest…
The Family Divide: Policy Transfers Amongst Family
As life’s circumstances change, a family may one day want to transfer ownership of personally…
Make Medical Expenses A Tax Deduction with a Health Spending Account
In my work I help a lot of small businesses and incorporated professionals with their…
The Estate Wedge – Your Peace of Mind Option
Your financial goals will change throughout the course of your life and the focus will…
