by Legacy Wealth | Nov 1, 2016 | Blog, Families, Insurance
Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your...
by Legacy Wealth | Oct 1, 2016 | Blog, Insurance, Mortgages, Real Estate
Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover? From the bank: only the balance of your mortgage From us: whatever you need it to cover such as debts, line of credit What happens as my...
by Legacy Wealth | Sep 16, 2016 | Blog, Business Owners, Insurance
Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982. Sit down with us to do a review prior to...
by Legacy Wealth | Nov 1, 2015 | Financial Planning, Insurance, Protection
In a properly designed financial plan, one of the most important areas of discussion is that of “Protection”, by way of Insurance. However, for one reason or another (usually because people don’t like to talk about it or feel they don’t need it), that area of the...
by Legacy Wealth | Mar 16, 2015 | Blog, Insurance
Insurance… For some reason when people hear this word they tend to run for cover, lock all their doors, turn off all the lights, and disconnect their phone lines. Yet, the thing is, most (if not all) individuals, families, and business owners need some form of...
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