Start with questions about your situation.
Answer a few questions about your situation and what you already have in place. Your summary highlights information to check and questions to discuss. It is a starting point, not a needs analysis, quote or recommendation.
Educational questions. No personal quote or recommendation.
Choose a starting point.
Choose the questions that match your situation. Each assessment organizes your answers and questions to check; it does not provide a quote or personal recommendation.
- Families
- Homeowners
- Single parents
- Single-income households
- Single and pre-family
- Divorced or support obligations
- Pre-retirees
- Windfall and pre-retired savings
- Legacy and charitable giving
- Estate liquidity
- Life insurance for a child
- Business partners and buy-sell
- Key people in a business
- Self-employed
- Incorporated professionals
Next
What happens after your summary.
Three steps, and you decide at each one.
Review your answers
Your summary organizes the information you provided and questions to check. It does not establish an exact coverage gap.
Intro call
During the 30-minute intro call, we introduce ourselves, explain how we work, disclose our compensation and insurer relationships, and discuss basic financial concepts. If time allows and you would like to continue, we can begin or complete fact-finding for your needs analysis during the same call. Otherwise, we book a separate meeting to gather the information. Once we have the information needed, we review it before presenting our findings and any recommendations or quotes at a follow-up meeting. You decide whether to proceed.
Needs analysis and follow-up
Fact-finding can begin or be completed during the intro call if time allows and you want to proceed. Otherwise, we book a needs-analysis meeting. Once the information is complete, we review it and present our findings and any recommendations or quotes at a follow-up.
We provide licensed life insurance advice in Ontario. General educational materials do not establish eligibility for personal advice elsewhere.
Good to know
A starting point for questions.
Answer a few questions about your situation and what you already have in place. Your summary highlights information to check and questions to discuss. It is a starting point, not a needs analysis, quote or recommendation.
Not ready to talk to anyone?
Read the family guide for questions about income, debt, caregiving and existing benefits.
Explore the guide at your own pace. Decide whether to request an intro call when you are ready.
Start with a few questions.
Decide on the next step when you’re ready.