Protection Review
A clear, jargon-free look at how protection works.
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.
Free. No obligation. Ontario residents.
What you walk away with
Clarity. You’ll understand what protection covers, what it doesn’t, and how it’s priced, without the jargon.
Transparency. You’ll know who we are, how we’re paid, and which institutions we work with before anything else happens.
A clear next step. If it makes sense, we book a follow-up meeting to go through your actual numbers. If it doesn’t, you leave with the knowledge and owe us nothing.
Who you’ll talk to
You’ll meet with Brenda or Hilda, both licensed life insurance advisors in Ontario. You talk to the person who would actually work with you, not a screener.
Transparency. You’ll know who we are, how we’re paid, and which institutions we work with before anything else happens.
A clear next step. If it makes sense, we book a follow-up meeting to go through your actual numbers. If it doesn’t, you leave with the knowledge and owe us nothing.
Who you’ll talk to
You’ll meet with Brenda or Hilda, both licensed life insurance advisors in Ontario. You talk to the person who would actually work with you, not a screener.
Protection Review
How it works
1. Pick a time. Choose a 30-minute slot that suits you. It takes under a minute.
2. Answer a few quick questions (optional). Tell us about your household or business so the call starts with your situation, not a script. Start the assessment.
3. Meet your advisor. Brenda or Hilda walks you through how protection works and answers your questions.
4. You decide. Any recommendations or quotes come later, after we’ve reviewed your information at a follow-up meeting.
2. Answer a few quick questions (optional). Tell us about your household or business so the call starts with your situation, not a script. Start the assessment.
3. Meet your advisor. Brenda or Hilda walks you through how protection works and answers your questions.
4. You decide. Any recommendations or quotes come later, after we’ve reviewed your information at a follow-up meeting.
FAQ
Common questions about your booking.
Everything you need to know before you sit down with us.
What happens on the call?
We cover who we are, how we’re paid, and the institutions we work with. Then we walk through the basics of financial protection. If you want to go further and time allows, we can start gathering your details. If not, we book a second meeting before we hang up.
Do I need to prepare anything?
No. If you have a group benefits summary, a mortgage statement, or an existing policy handy, bring it. We’ll tell you what else we need.
Will I get a quote or recommendation on this call?
No. Quotes and recommendations come only after we’ve gathered and reviewed your information, at a follow-up meeting.
Is there any obligation to buy?
None. You decide at every step.
How are you paid?
Advisors are paid by the insurer when a policy is issued, not by you directly. We walk through exactly how on the call, before anything else.
Is the call different if I'm a business owner or self-employed?
Same format, different focus. We look at your income, your business or corporation if you have one, and the people who depend on them.
Ready?
Understand it first. Decide after.
Book a 30-minute Protection Review with Brenda or Hilda.