Assante on Taylor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Will you need life and health insurance in retirement?
June 23, 2021 • Insurance Planning
You don’t hear much about insurance needs in retirement. So we’ve got you covered with helpful information on life, disability, critical illness, long-term care and private health insurance.
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Does your group insurance need a boost?
September 16, 2020 • Insurance Planning
Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled.
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Quick, name your most valuable asset
December 30, 2019 • Insurance Planning
You likely have insurance right now that protects your income if you can’t work because of an illness or injury. But find out if that insurance gives you all the coverage you may need.
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Take a layered approach to protecting your family
June 15, 2018 • Insurance Planning
The traditional way of doing things isn’t always the most economical. Take the home phone. Many people hardly use their land line and would save money by only using their mobile phone. Sometimes we follow the same old habits without exploring alternatives.
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How insurance can protect your investments
June 15, 2018 • Insurance Planning
When you think of life and health insurance, you likely think of protection against risks to your health. Your investments might not be on your mind, but insurance and investments are related. Here are a few scenarios to illustrate the value of proper coverage.
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© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.