How we think

Confidence comes from being well-informed. Here, we share our perspectives on important risk management and insurance topics, and practical insights that can help you make better decisions about your future.

Business owners: Should you own life insurance personally or through your corporation?

If you’re a business owner, life insurance can play a much bigger role than just personal protection. But one key question often comes up: Should it be owned personally or through your corporation?...

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Life insurance for today’s modern families

Modern families don’t all look the same – and neither do their insurance needs. No matter what your family looks like, the right life insurance strategy can help you protect the people who matter most....

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Insurance for the self-employed: What you really need (and what you don’t)

Being self-employed comes with a lot of freedom. But it also comes with responsibility – especially when it comes to protecting your income, your health, and the people who depend on you....

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Do you have the right coverage for your stage of life?

Life rarely stands still. That’s why insurance shouldn’t be a “set it and forget it” decision. The right coverage is one that grows and adapts with you....

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Insurance as a legacy tool: How to leave more for the next generation

You want to ensure your success continues to benefit the next generation. But without the right planning, a significant portion of your estate could be lost to taxes and other costs before it ever reaches your loved ones. This is where life insurance...

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Do you have the right coverage for your stage of life?

Life rarely stands still. That’s why insurance shouldn’t be a “set it and forget it” decision. The right coverage is one that grows and adapts with you....

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Insurance in the age of longevity: Are you prepared for a 100-year life?

Living longer is one of the great gifts of modern life. But it also means rethinking how we prepare for retirement, health changes and the unexpected....

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Insurance as a legacy tool: How to leave more for the next generation

You want to ensure your success continues to benefit the next generation. But without the right planning, a significant portion of your estate could be lost to taxes and other costs before it ever reaches your loved ones....

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What to do when your client needs insurance, but it’s not your area of expertise

You know your client’s world inside and out. But then insurance comes up and getting from "need" to “solution” feels like you’re crossing into unfamiliar territory. That's where we come in....

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Financial literacy: Understanding money – and managing risk

Financial literacy isn’t just about knowing how to budget or invest. It’s about understanding the bigger picture: how money works, how to protect it, and how to make confident decisions that support your goals....

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