Get an Insurance Checkup
You probably have your car tuned up regularly, and you see your doctor at least once a year for a routine checkup. But when was the last time you had your insurance reviewed? An insurance checkup matters because it enables you to maintain good financial health. We offer a suite of comprehensive services that aims to properly protect you and your family. As well, we review your group plans, association coverage, mortgage protection and more.
- Do you know what is covered under your group benefit plan?
- Do you have the right types and amounts of coverage?
- Are you paying the right amount?
- Have you updated your beneficiaries?
- Should you include your children as beneficiaries, or should you direct benefits through a trust?
Reach out to us today, and we’ll help you answer those questions.
From conducting an insurance audit to comparing it to an Insurance Needs Analysis, our team works with you to ensure safeguards are in place and that no shortfalls occur. Our objective is to make sure you have a solid, well-structured protection with the correct amounts and types of coverage. We help you understand your coverage and simplify everything for you, so you can have peace of mind.
Contact us today for a complimentary insurance checkup.
This is brought to you by Raymond James Financial Planning Ltd., (RJFP) for informational purposes only. It expresses opinions not necessarily of RJFP. Statistics and factual data and other information are from source RJFP believes to be reliable but their accuracy cannot be guaranteed. Information is furnished on the basis and understanding that RJFP is to be under no liability whatsoever in respect thereof. It is provided as a general source of information and should not be construed as an offer or solicitation for the sale or purchase of any product and should not be considered tax advice. We are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Securities-related products and services are offered through Raymond James Ltd., Member-Canadian Investor Protection Fund. Insurance products and services products and services are offered through Raymond James Financial Planning Ltd., which is not a Member-Canadian Investor Protection Fund.