Category: Risk Management Planning

Oct 03 2016

Understand Your Life Insurance Options

Understand Your Life Insurance Options If you own life insurance and have held policy(ies) for several years, I wanted to demonstrate a few simple ways to reduce your life insurance premiums substantially compared to what you pay now. Below I explain how with a simple case study.     Case Study A 40 year old, non-smoker, …

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Permanent link to this article: http://advantagewealthplanning.ca/understand-your-life-insurance-options/

Nov 19 2015

Travel Insurance for Frequent Travelers

Travel Insurance for Frequent Travelers As you may be aware, I offer travel insurance as a “life-licensed” broker. I strongly believe in travel insurance because for a few dollars a day, it covers you and your family if a “major medical emergency” were to occur when you were travelling outside Ontario. The cost outside Ontario …

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Permanent link to this article: http://advantagewealthplanning.ca/travel-insurance-for-frequent-travelers/

May 13 2014

Is Your Credit Card Travel Insurance Coverage Adequate?

Credit Card Travel Insurance Coverage I have heard stories whereby consumers thought they had emergency medical travel insurance through their credit card when in fact they didn’t or it had specific limitations they were not aware of. Don’t make that mistake and review what coverages you have. As a financial planner who offers specific travel insurance …

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Permanent link to this article: http://advantagewealthplanning.ca/credit-card-travel-insurance-coverage/

May 12 2014

Travel80 Term Travel Insurance – The one travel product you’ll ever need

Travel80 Term Travel Insurance – The one travel product you’ll ever need Do you travel often or plan to do so. Is frequent travel outside the province part of your life or possibly part of your future plans?  If you are in habit of buying travel insurance every time you plan to go on a trip, it …

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Permanent link to this article: http://advantagewealthplanning.ca/travel80-term-travel-insurance-manulife/

Oct 02 2013

Travel Underwriters Travel Insurance – Hints and Tips when Applying Online

Travel Underwriters Travel Insurance – Hints and Tips when Applying Online While it’s fairly straightforward to apply for travel insurance online, I have added a few screens to walk you through the first few steps,however, if you get stuck, I am available to walk you through it and complete online. When you select Travel Underwriters Travel Insurance …

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Permanent link to this article: http://advantagewealthplanning.ca/travel-underwriters-travel-insurance-hints-and-tips-when-applying-online/