Welcome to the PlanWell with Todd blog, where we share our expertise on financial advice to help you achieve total protection for life, work, and health. We're excited to provide clear, personalized roadmaps for your financial goals.
We're passionate about sharing our knowledge on essential financial planning topics. Look for blog posts covering: Case Studies, Keyman Insurance, Understanding PAR, Guaranteed Issue, Critical Illness, and Investment Portfolio Diversification. Stay tuned for valuable insights to help you make informed decisions.
Our blog aims to provide clarity and simplicity, relevance to various life stages, and actionable advice that you can trust. We want to help our Edmonton neighbours navigate the complexities of financial planning with confidence and build a transparent relationship.
At times, it can feel like Life Insurance Companies have overcomplicated the products they provide by using fancy names and acronyms. This has left many Canadians feeling confused. Fundamentally, there are only three plan types to choose from when purchasing life insurance. You can rent, lease or own the insurance. Below is an explanation of the merits of each which will hopefully provide clarity and make decision making easier.
Beyond attracting new clients, we hope this blog will educate and empower our clients, differentiate our services and strengthen our relationships.
Contact us to start building your financial future today!