My thoughts are inspired by music icon, Pete Townshend, “Won’t Get Fooled Again.” When it comes to Life Insurance don’t let anyone fool you…
Life insurance is actually pretty easy when you stick to three simple rules:
- Get what you need: Get a term solution to address temporary needs and a permanent solution for permanent requirements.
- Flexibility reigns: Opt for a solution that adjusts to life’s twists and turns while consistently proving its worth over time.
- Why are you waiting: While it’s never too late to make the right choice, the earlier you secure coverage, the better.
In the realm of life insurance decisions, the advisor and their client play a pivotal role. The carrier serves as a facilitator, ensuring needs are met with flexibility and promptness for both.
Making well-informed decisions ensures a secure future — don’t allow yourself to be fooled again!
Daniel serves as the Associate Vice-President for Individual Insurance and Investments at Assumption Life. With a wealth of professional experience in the life insurance sector, he has worked with prominent companies including Assumption Life, Manulife, Mercer, Maritime Life, and MetLife. Daniel earned his B.Sc. in Actuarial Science from Université Laval and holds an MBA from the University of Ottawa
