Insurance Planning

Building wealth and developing an income strategy are just two dimensions in a well-rounded financial plan. A third is preparing for the unexpected, i.e. risk management. Have you considered, what will be the impact on your income, assets and family — if something happens to you during your working years, or later in life.

While nobody likes to think about such unfortunate events, it is important to anticipate the probability of fatal injuries, illness or death; and how it would affect your assets and your loved ones. In case of such an event, would your family be able to maintain their current standard of living?
Life insurance can help you manage these types of risks & protect your family against the loss of income.

It is a also advisable to re-evaluate your life insurance policies annually or when you experience a major life event such as marriage or the birth or adoption of a child or purchase of a major item such as a house or business.