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Protect yourself, your family & your retirement due to unforeseen or unexpected events without damaging your lifestyle and savings.
| Stage in Life | Wealth Management Concerns | Contingencies |
| Single – No Kids | Protect yourself | Long Term Disability Insurance |
| Protect your ability to earn income | Critical illness Insurance | |
| Protect your health | Health/travel Insurance | |
| Protect your future | Term or Permanent Life Insurance |
| Young Family | Protect ability to earn and income | Long Term Disability Insurance |
| Protect your family | Life Insurance (income & debt) | |
| Cover off debt in an emergency | Critical Illness Insurance | |
| Protect family health | Health/travel Insurance | |
| Tax efficient investing | Permanent Life Insurance | |
| Retirement planning | Term or Permanent Life Insurance |
| Mature Family | Protect ability to earn and income | Long term Disability Insurance |
| Protect you family | Life Insurance (income & debt) | |
| Protect your retirement assets | Critical Illness Insurance | |
| Protect family health | Health/travel Insurance | |
| Tax efficient investing | Permanent Life Insurance | |
| Efficient estate planning | Segregated funds |
| Older Family | Protect your wealth | Critical Illness/Travel Insurance |
| Efficient retirement income | Annuities | |
| Efficient estate planning | Segregated Funds/Permanent | |
| Create a legacy | Life Insurance | |
| Car for yourself when you are unable to | Long Term Care Insurance |
Source: Assante Estate and Insurance Services Inc.
For more information you can refer to Preserving Wealth: The Next Generation – The definitive guide to protecting, investing, and transferring wealth by Jack Lumsden, MBA, CFP® or schedule a call with Jack at 905-332-5503.
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This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances. The information provided is for illustrative purposes only. Commissions, trailing commissions, management fees and expenses, may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the Fund Facts and consult your Assante Advisor before investing.
Insurance products are services provided through Assante Estate and Insurance Services Inc.
