Investor’s Digest of Canada published my article “Check your finances just as you’d visit the doctor”.

It explains the importance of understanding the details of insurance policies you currently own, and presents several important planning opportunities to consider now.

Despite 30 years of professional practice it continues to amaze me that so many successful people don’t know what they own until it’s brought to their attention, and sometimes it’s an ugly surprise.

Many people, after buying  life insurance, simply ‘file and forget’.

Don’t be one of those people.

Contact us for a thorough review, with no cost or obligation.

Read it here