Financial Planning: Insurance
Everyone has a
risk of
- Death
- Disability
- Suffering a Critical Illness
It is important to understand these risks and know the
costs to manage them. If all the required insurance coverage could be arranged for $1 then
the discussion would be easy.
But that is not the case, and the costs to manage these
risks need to be reviewed in the context of household budgets and ability to pay.
As part of our financial planning process we:
- Assess the risks for death, disability and suffering a
critical illness
- Obtain estimates to cover these risks through insurance
products
- Incorporate these expenses in family budgets (as affordable)
as part of an over all financial, estate and retirement plan
Insurance products provided
through Dundee Insurance Agency Ltd. |
