If you’re considering a mortgage, you should be aware that the mortgage life insurance offered by your bank or broker is probably not your best option.
Have you considered Critical Illness Insurance? It is often an excellent choice for people who are self-employed. Disability Insurance is also very valuable – in fact, ideally you would have both coverages – but Critical Illness Insurance offers additional benefits.
Anyone who works for a living needs Disability Insurance, but the coverage is particularly important if you are self-employed. Simply put, Disability Insurance pays you a percentage of your income during the period that you are unable to work. .
Michelle and I have known Brian for a number of years. He has provided sound advice on our mortgage which we believe has saved us thousands over the years. Brian was right there with us when markets have been down and he often shares new ideas with goal of protecting our money and putting us first. We would recommend Brian to anyone who is looking for someone who wants to deal with an advisor who shares ideas and concepts relevant to today’s market.
I appreciated Brian’s ability to take some complex issues and break it down into terms I could relate to. He made insurance easy to understand.
With Brian’s approach we were able to get all our finances in order. He also
spent a lot of time going over a number of important items covered in the
I have known Brian for over fifteen years. I am happy with the fact Brian does not hesitate to come up with new ways to help me and my family. The latest example is helping me organize my financial life and put me on the right track. Brian’s philosophy is to educate me and my wife to make better financial decisions rather than telling me what to do which makes us more comfortable about the direction we are going.
I found Brian’s web site on the internet. I was looking for some life insurance quotes. Brian shared some ideas beyond just term insurance. The ability to convert this policy and having lots of choices that I was not aware of, he also, gave me a book on “Be Your own Banker” which was very interesting! Since I do my own investing learning more about insurance and what it can do for me and my family was a bonus which I don’t think I would get easily.
“We upgraded our coverage, from what the bank could offer, at a very excellent price.”
September 26, 2016
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May 26, 2016
May 18, 2016
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