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 review of your information, 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.
Protection Review
A 30-minute call with a licensed advisor. You get a plain-English look at how protection works, how we get paid, and what the next step looks like. No quotes. No pitch. You’ll meet with Brenda or Hilda. The assessment is optional.
Your follow-up meeting
If you choose to go further, we gather and review your information. Any recommendations or quotes are discussed at a follow-up meeting. You decide at every step.
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 review of your information, 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 book a Protection Review when you are ready.
Start with a few questions.
Decide on the next step when you’re ready.