Retirees

I’M RETIRED, WHAT DO I NEED TO DO?

Retirees

Who

Priorities

Who

Age 65 and over
Increased Net Worth
No longer working or working part time

Priorities

Mortgage is paid off
Little to no debt
Review pension arrangements
Staying on budget (Download our app!)
Living off savings
Reducing income tax
Taking care of the “What-ifs?”
- Long Term Care
- Premature Death
Make a will
Consider powers of attorneys
Making sure health insurance is adequate
Estate Planning

Learn More

Latest News

The Stability of the Life Insurance Industry in Canada

Given the problems encountered by some large financial institutions in the United States, how concerned should we be about the state of the life insurance industry in Canada? It is a fact that over the past decade the number of…

Protecting Your Business

While most business owners realize the benefits of corporate-owned insurance, many do not realize that flexible life insurance products such as universal life can provide them with the protection they need as well as a source of cash for business…

Five Financial Products You Should Own

By Brenda Spiering, Editor, BrighterLife.ca You don’t need to be born with a silver spoon in your mouth to build wealth. With the right products, you can grow and protect a healthy nest egg. Here are five key financial products…