Navigating Your Financial Future Wealth Creation, Wealth Preservation, Wealth Transfer

Life Stages

I want to understand your needs, recognizing they may change as you proceed through life's stages.

Early Career

As you start your career, you may want to:

Life Stages | Brash Financial
  • Purchase life and disability insurance to cover your income or protect your ability to earn an income
  • Purchase term life insurance or critical illness insurance as a cost-effective way to cover an outstanding mortgage or debt
  • Purchase health and dental insurance coverage if your employer does not offer a group benefits plan

Family

Having children changes your life and your needs. Now is a good time to:

Life Stages | Brash Financial
  • Review your financial security plan
  • Plan for your children's education with options such as a registered education savings plan (RESP)

Business Owner

If you own your own business, you may want to:

Life Stages | Brash Financial
  • Buy insurance to help cover outstanding business loans or mortgages if you die or suffer from critical illness
  • Purchase a health and dental insurance plan
  • Consider group insurance options for your employees

Retirement

If you are retired or plan to retire soon:

Life Stages | Brash Financial
  • Insurance can help supplement your income and can help you leave a legacy
  • Health and dental insurance coverage can take over if your benefits through your employer end upon retirement

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Navigating Your Financial Future Wealth Creation, Wealth Preservation, Wealth Transfer

Miles Rubinoff, CLU

Please contact me if you'd like to meet & discuss
your financial goals and needs.