🔲 If you are buying a simple term policy and you have someone at your bank that you enjoy talking to (and trust), do it! Bank insurance is better than no insurance – do it. Now.
🔲 Be weary of whole life/permanent policies that feel ‘salesy’ from your friends or network (you know who you are!!) You don’t need to drop major loot for insurance, get the cheap stuff first.
🔲 You can very likely save money, get more bells and whistles with an independent life insurance advisor (*cough* ‘like us!’) but if finding the perfect solution stops you from getting it – just get the easiest insurance. PLEASE!
Curious what bells and whistles we are talking about? Hit us up!
Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.