Feel confident about your life & income insurance choices.

The best way to determine how much life insurance — if any — you should buy is with a complete needs analysis.

Our needs analysis will look at immediate, ongoing and future expenses. Immediate expenses include any outstanding medical bills and the cost of funeral arrangements. Ongoing expenses include your mortgage and any other outstanding debt you have will be included in our personalized needs analysis.

Life Insurance for Business Owners & Professionals

You’ve worked hard to build your business or career. But what if something happened to you or a business partner? An unexpected death, injury or illness could put your business or practice at serious risk, along with the lifestyles of your employees and family.

Life insurance for business owners or professionals is also an efficient tool for wealth creation and protection as well as tax savings both ongoing and for your legacy – estate.

Income Protection

Critical illness insurance can be suitable for anyone seeking financial protection to help cover the costs associated with recovering from a life-altering illness. It is also ideal for business owners that may need help to cover operating costs while they are recovering.

Talk to an expert

Not feeling confident with your current financial situation? Start a conversation with one of our financial security advisors who will work with you and guide you to a personalized financial plan tailored to your needs.

 

For more information please contact your Zagari Simpson Advisor or Susan Cornes at 514-419-5399 or by email scornes@myplanning.ca