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?

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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.


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Whipp Tips & News

Switch IPO the latest to limit investor voting rights

As many of 15 percent of U.S. IPOs in recent years have used dual share classes meant to give insiders outsized voting rights, according to the Council of Institutional Investors.

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Wells Fargo executives, board must face lawsuit over fake accounts, federal judge says

http://www.reuters.com/article/us-wells-fargo-accounts-decision/wells-fargo-executives-board-must-face-lawsuit-over-fake-accounts-federal-judge-says-idUSKBN1CA1ZY

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As Ford pushes into electric vehicles, U.S. union aims to save jobs

Ford’s presentation to investors this week under new chief executive Jim Hackett, included a slide touting a 30 percent reduction in “hours per unit” to build electric vehicles.

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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