Risk Management And Insurance
Tax Tip
Insurance can also be used in estate and retirement
planning applications to reduce taxes on your retirement income and final estate.
A
financial plan should include
a documented strategy for addressing risks which might have a drastic impact on your family's finances.
If appropriate to your circumstances, insurance can be used to mitigate the financial consequences of:
- Premature death
- Disability
- A debilitating illness that leaves an individual unable to care for themselves
- A critical illness that exposes you to increased expenses for medical care provincial services do not cover
Upcoming Seminars
Don't Let Long Term Care Costs Unravel Your Retirement
Wed June 4, 2008
Waddling Dog Inn, Central Saanich
Does your financial plan account for the potentially high costs of long-term care for yourself, your spouse or your parent?
If you are unsure, then you must attend this valuable, informative
seminar by Doug Ransom, CFP, Wealth Advisor at ScotiaMcLeod,
with guest speaker
Stacey Forrester, Nursing Manager from Classic
Caregivers. Learn how you can protect your retirement lifestyle and
avoid becoming a financial burden to your children.
Call Harlene Prach
at 389-2163 to reserve your seat
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