March 12, 2014

5 Reasons why insurance companies don’t want you to review your policies

Estimated reading time: 30 seconds

Everyone knows that insurance companies pay attention to details.

The degree of due diligence they exercise before issuing a life insurance policy often includes a careful review of your driving record, financial profile and family health history.

January 22, 2014

Resolutions for 2014 - Get Your Financial House in Order

This is the only time of year when people make all kinds of promises to themselves; solemn vows to quit smoking, lose weight, exercise more, work less, work more, become more spiritual, etc.

Consider adding this resolution - get your financial house on order.

Use this list to get started.

December 30, 2013

Reflect and Protect

Estimated reading time: 25 seconds

Another year has quickly flown by….and way too fast!

Have you noticed that time moves faster the older we get?

November 20, 2013

Lisa’s Journey of Hope

Estimated reading time: 30 seconds

Lisa Glennie was a vibrant radio advertising sales rep at a Toronto station.

We met several years ago when I became her client.

October 8, 2013

Mortgage Insurance? Avoid the Bank!

Estimated reading time: 40 seconds

We all know that smoking cigarettes is harmful to your physical health.

Did you know that Mortgage insurance from the bank may be harmful to your fiscal health?

September 30, 2013

The fleeting benefits of employee group plans

Estimated reading time: 45 seconds

It’s always very gratifying to get insurance coverage for people who have been told they can’t qualify.

The Financial Post recently published this article by Garry Marr that described my success in getting life insurance for cancer survivors.

September 4, 2013

A big-hearted cardiologist

Estimated reading time: 25 seconds

Charitable planned giving is my favorite professional pastime.

Given the choice, most people would prefer to pay less income tax and leave more to their favourite charities.

August 20, 2013

Hurry up and wait

Estimated reading time: 40 seconds

The Fraser Institute recently published its 22nd annual report on wait times for medical treatment in Canada.

The BC - based think tank reports that people across the country are forced to wait longer than what physicians consider to be clinically reasonable.

August 13, 2013

Happy 30th Birthday to Critical Illness Insurance

Estimated reading time: 35 seconds

Dr. Christiaan Barnard performed the world’s first adult heart transplant in South Africa in 1967.

His lesser-known brother Dr. Marius Barnard, also a heart surgeon, developed Critical Illness Insurance there 30 years ago to help people who suffered severe financial hardship from illness.

July 29, 2013

Life insurance is the Rodney Dangerfield of investing

Estimated reading time: 35 seconds

Times are tough for cautious investors seeking guaranteed returns.

People approaching retirement in the next 10 to 15 years don’t enjoy the luxury of a long time horizon required to correct earlier investing mistakes or to recover losses.

July 22, 2013

Cottage Life or Cottage Strife?

Estimated reading time: 55 seconds

Time spent at the family cottage creates a legacy of priceless memories.

The kids and grandchildren love it. So do you.

July 8, 2013

Tony Soprano’s Taxes

Estimated reading time: 40 seconds

Fans of The Sopranos TV show were saddened to learn that 51 year old James Gandolfini died suddenly last month while vacationing in Italy.

Media speculation on the cause of death included much reporting on the actor’s weight and his last meal, which consisted of eight alcoholic beverages, two orders of fried king prawns and an order of foie gras.

June 20, 2013

Never Assume Anything (including emails delivered)

Estimated reading time: 45 seconds

“Never assume anything” Heard that before? Me too…at least a million times.

Yes, it’s a cliché, but it always ring true!

June 14, 2013

Happy Father's Day - gift included

Estimated reading time: 30 seconds

Happy Father’s Day!

This post is dedicated to my late father, of blessed memory, who died of a sudden heart attack in 1974 at the age of 50.

June 5, 2013

Truth or Consequences

Estimated reading time: 35 seconds

Telling the truth is an essential virtue, especially when it comes to dealing with insurance companies.

A schoolyard fib gets denounced with 'liar, liar pants on fire', but an insurance fib can carry disastrous consequences.

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