Estate Planning. So you have sizeable holdings, but your accountant has told you that you won’t have an issue with taxes. Get it in writing!

Estate Planning. Do you need it.

What will the tax bill be. Where will the cash come from to pay this tax bill. What will need to be liquidated. How long will it take to liquidate the asset? You are a fairly wealthy business person, with many holdings, and your accountant has said to you – … Continue reading

Travel Insurance – 5 Great Ways to Save

Travel Insurance - 5 Ways to Save

Having Travel Insurance when travelling is a must.  If you have a medical emergency, it can cost into the hundreds of thousands of dollars.  So coverage is essential. There are ways to save on the premium while keeping the essential coverage that you need to be secure while travelling. Here are 5 … Continue reading

Travel Insurance – The 6 Most Important Things to Know

Travel Insurance - 6 Tips

Know what you are covered for –  the 6 Most Important things you need to know about your Travel Insurance Policy.   1.  Maximum Emergency Medical Limit – is it high enough The amount of coverage is very important.  Emergency Medical Bills can easily go into the $100,000s + for emergency … Continue reading

Individual Health and Dental Insurance – info, instant quotes, and apply online

New to my site – Brochures, Plan Comparisons, Instant Online Quotes and Apply Online for Individual Health and Dental Insurance Benefits.   I am always trying to make the insurance experience better for you.   I now am able to bring to you the ease and convenience, of online Individual Health and Dental Insurance on … Continue reading

Are you a Transamerica Life policyholder? Transamerica has just announced it was acquired by Wilton Re

Transamerica Life - New Name Ivari

If you are a life insurance client of Transamerica Life Canada, you should read this post. Transamerica Life Canada has just announced today, October 16, 2014, that they are being acquired by Wilton Re.   UPDATE – October 28, 2015 – Transamerica Life Canada/IVARI Policyholders who are on Pre-authorized premium withdrawal will continue … Continue reading