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Tag Archives: living benefits

Is travel insurance confusing?

Monday, October 26, 2009

Travel insurance is not confusing for most. They pay for their trip and the travel agent recommends they purchase it. A decision is made to buy or not to buy. But, what are you getting or giving up, and what other options are available? With business trips and winter vacations in mind, I hope this [...]

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In case you hear the rumours…

Sunday, August 16, 2009

Well, perhaps not really a rumour, as I’ve often talked about having two passions! From this website and blog, you definitely know me as being in the insurance industry. You may also know that I love to talk about distance learning, both as a lifelong learner and as an educator. It may come as no [...]

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Financial security info for business owners and executives

Thursday, May 21, 2009

You spend time worrying about risk management for your company, but do you periodically review your personal financial risk management needs? Knowing that the answer is often, “no,” here are a number of areas that you may wish to consider and discuss with an insurance/financial advisor. Buy-Sell Agreements As a shareholder or a partner in [...]

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The Need for Insurance

Monday, May 18, 2009

This article was originally published as a page on my site. I have decided to remove it and replace it with a blog entry. Here it is, slightly edited: I like being asked the question, “Do I need insurance?” This means that the person is not politely walking the other way once it is known [...]

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Free Seminar on Life Insurance and Living Benefits

Saturday, April 18, 2009

If you have followed some of my recent blog posts, you will have noted my passion for the Living Benefits. Completion of the Registered Health Underwriter (RHU) designation is part of my commitment to working in this area. To help educate employees on personal and group coverage, with Life Insurance and the Living Benefits, I am offering [...]

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Living Benefits Guest Post on NancyZimmerman.com

Saturday, April 4, 2009

Nancy Zimmerman, @moneycoach, is one of my Twitter friends. We discussed guest blogs, and I was pleased to write a post on Living Benefits for her and her readers. It can be found at NancyZimmerman.com. I hope you take the time to read it and have a look at other entries in her blog. As for this entry [...]

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Registered Health Underwriter (RHU)

Friday, March 20, 2009

I am pleased to announce that I completed my Registered Health Underwriter (RHU) designation this past week. As you may know, I have become quite passionate about the living benefits. This program provided further depth into the topics of disability income replacement, critical illness and long-term care insurance, and group benefits. These are topics that [...]

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Protecting your most valuable financial asset

Wednesday, February 11, 2009

I posed a question on Twitter last night asking, “What is your most valuable financial asset?” Thanks to those who replied! The answers included car, house, horses, business, education, and job. Each is a valuable asset. However, I would like to extend the thought a little further. Is your most valuable asset not your ability [...]

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Questions to ask yourself relating to Living Benefits

Tuesday, December 9, 2008

There are four questions that I like to pose. For most, the answers should lead to the conclusion that a discussion of Living Benefits with your insurance advisor is in order. Here they are: 1. Do you know someone who has had cancer, a heart attack, or a stroke, or another serious health condition? 2. Did he or she plan [...]

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