The Time is NOW.

A big part of our business is assisting our clients to assess certain risks - the risk of becoming disabled or being diagnosed with a life threatening illness. Our firm has over 70 combined years of experience delving into these areas and putting into place strategies to mitigate the risks. This includes structuring and placing various types of life, disability and critical insurance policies. From time to time we are reminded of the impact these products can have in peoples' lives.

YEAR 2022

It's been a sobering start as we have witnessed the passing of an inordinate number of friends, acquaintances and clients, some in a very short time. This resulted in a number of life insurance claims from $100,000 to $12,000,000 with policies ranging from 5 to over 40 years old. In some cases the purpose for the insurance remained the same but more commonly, circumstances changed. We are comforted knowing in that the life insurance proceeds paid as a result of good planning, have helped in extremely difficult times. We also experienced some, who were not our clients, had very little or no life insurance. In one case, a single mother, age 34 left two young children with no monetary resources. Life insurance proceeds would have been a welcome relief for her children.

This has caused us to pause and think about what we need to do differently to ensure that our friends, acquaintances and family have an opportunity to get the insurance that they need. We know insurance is not a sexy commodity that is top of mind. Life is busy and it’s rare that people take the time to slow down and create the estate plan that fits their circumstances, so here is our call to action.

 The Time is NOW

We encourage you to dedicate time and space to thinking about your plan and actually implementing what needs to be done - your Will, Enduring Power of Attorney, Personal Directive, Life Insurance, Disability Insurance and Critical Illness Insurance.

AT FAMILY WEALTH COACH, OUR BUSINESS IS ALL ABOUT HELPING YOU GET THE INSURANCE THAT YOU NEED.

DO REACH OUT IF YOU HAVE QUESTIONS OR CONCERNS ABOUT YOUR SITUATION.

Family Wealth Coach | Suite 1500, 150 9 Ave SW, Calgary, T2P 3H9 Canada