Don’t let “lifestyle traps” clean you out and take it all away!
Let’s face it, talking about insurance probably isn’t at the top of your list of fun things to do. But not talking about it can have some serious consequences too.
Our tag line is “Financial Safety Nets for Responsible People”. Clearly you're my kind of people or you wouldn't be here.
The thing about insurance is you have to “get” it. Back in 1988 when I started in this business, I didn’t really get Life insurance. Don’t get me wrong – I could appreciate the need for it. But it wasn’t until I had a wife and kids who I love and care about that I truly understood why Life insurance was the only sure way to keep them out of the poorhouse if something happened to me.
Even Einstein couldn’t have figured it out!
OK, I'll admit it. Insurance policies can be tough to decipher. Sometimes my own eyes start to glaze over when I hear myself explaining one. So let's get back to the basics. Disability insurance will pay you an income if you’re too sick or hurt to work. Life insurance leaves a stack of money when you die to pay off your debts and gives the people you care about income or cash to deal with the fallout.
"I don't have the time to deal with it."
Time – we truly don’t seem to have enough of it. But don’t fret. We don’t need to use up what little time you have by over-complicating your life. Sometimes it’s best to take it in bite-size chunks. Got a mortgage? – you need Life insurance. Worried about blasting through all your savings if you get Cancer or have a Heart Attack . . . and live? – Critical Illness insurance can get you through it. And I will help you sort through it all.
The Lifestyle Nets Process – Complexity simplified
I think I might be a bit “spirited”. I feel a lot more comfortable with doing something new when I have an idea of what’s going to happen. Maybe you’d like to know too. Here’s how it goes:
• Initial meeting (its FREE!) with open, candid discussion of your concerns, goals & dreams. Yes, it is all about You!
• Discussion of available “Lifestyle Nets” to guard against concerns and move you towards your goals and dreams
• I research & You confirm the final design of your custom “Lifestyle Nets”
• Installation of “Lifestyle Nets” so you can get on with your life
• Periodic review to ensure it all still makes sense
Just start – Make the call!
You may already know that I've run some marathons. 26.2 miles. 42.2 kilometres. One stride at time. Starting with one step. It’s not always pleasant. Sometimes it downright hurts! But with the right attitude and proper preparation it’s amazing what is possible.
Call me. Let me help get you to the finish line. And I won’t make it a marathon for you. After all . . .