Services - Insurance
Investia Peterborough provides the means for you to achieve all of your financial goals and objectives including:
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Estate planning and preservation - Asset Wealth Protection Strategies |
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Life Insurance, Universal and Term* |
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Mortgage Insurance* |
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Critical Illness* |
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Disability* |
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Long Term Care* |
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Segregated Funds* |
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Guaranteed Minimum Withdrawal Benefit Plan* |
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Guaranteed Income for life* |
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Guaranteed Investment Account* |
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Group Insurance* |
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Health Benefits* |
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Travel Insurance* |
*Insurance products and services offered through 1771490 Ontario Inc.
Estate planning is a strategy, and a process, that ensures the orderly transfer of your assets, in the event of your death or incapacity, at the smallest financial and emotional cost to you and your family.
Estate Planning Facts
- 49% of Canadians have not yet prepared a will*
- 21% of Canadians who have a will have not discussed it or their wishes with their named Executor*
- 56% of Canadians have not designated a personal or financial Power of Attorney*
- 25% of Canadians expect to experience a conflict with family members over a will*
*Source: September 1998 Compas Inc. Poll
Why you need Estate Planning
A properly structured estate plan allows you to choose your beneficiaries, maximize your assets and minimize your taxes and costs. Most importantly, it relieves uncertainty.
Without careful planning, your property could pass to unintended beneficiaries, or it could be reduced in value by unnecessary or unexpected taxes and costs. You want your loved ones to inherit assets, not problems.
Types of Life Insurance
- Term Insurance
- Permanent Insurance
- Whole Life
- Universal Life
- Term to 100
- Exchange Traded Funds
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- Specialty Insurance
- Critical Illness
- Mortgage Insurance
- Final Expenses
- Guaranteed Issue
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Choosing a life insurance product is an important decision, but it can be complicated. As with any major purchase, it is important that you understand your family's needs and your available options.
There are many kinds of life insurance, but they generally fall into two categories: term insurance and permanent insurance.
Please contact us today for more information on our services.
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