Insurance

Insurance: Asset Protection/Risk Management

Many people don’t like to talk about insurance, or as it is sometimes called, ‘asset protection’ or ‘risk management’. For many of us, it conjures up unpleasant life experiences, or raises fears about death, serious illness or disability. Actually, asset protection is a good way of putting it. After all, you’re buying insurance to protect an asset. In many cases, we spend more than a $1,000 annually to insure a hunk of plastic on wheels. What about insuring your income in case of injury or death, or a sudden change in your health?

NEW! We are now offering Travel Insurance and Health and Dental Insurance

Learn more: travel | health and dental

One of the most important commitments we can make to you is to prepare an asset protection analysis.

As Certified Financial Planners, we are obligated to discuss with you your protection needs, whether it is:

  • Long Term Care
  • Life
  • Critical Illness or,
  • Disability Insurance

Although we will provide quotes that include insurance products that we offer, selling our product is not the main objective. The purchasing of any product comes only during the implementation stage of your plan. And asset protection analysis is part of developing that personalized values-based financial plan. We will also go over other asset coverage, such as your group insurance at work, as well as house and mortgage insurance, to ensure that you understand what you have, and that you are reasonably protected.


Upcoming Events & Seminars

More Events »

Whipp Tips & News

Top UK fund manager divests from fossil fuels

Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s decision to dump £20m of shares in firms such as BHP Billiton

Details »

Blackout parties: how solar and storage made WA farmers the most popular in town

Once considered an eco-warrior’s pipe dream, renewable energy is rapidly gaining ground in the traditional mining state of Western Australia

Details »

How to invest without sacrificing your values

Social values may not be the first thing that comes to mind when investing in the stock market, but there are numerous ways for investors to align their portfolios with their beliefs and passions.

Details »

More News »


:www.leedejonesgable.com

The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association