by Craig Lambe | Apr 27, 2021 | Uncategorized
As life’s circumstances change, a family may one day want to transfer ownership of personally owned life insurance to another member of the family, such as a spouse or child. With an ownership change, the life insured remains the same, although the new owner may...
by Craig Lambe | Mar 25, 2021 | Uncategorized
The gifting of life insurance to registered charities has always been a popular method for individuals to fulfill their philanthropic goals, and worth considering when it comes to a charity that is near and dear to your heart. There are basically two options when...
by Craig Lambe | Mar 25, 2021 | Uncategorized
Life is an adventure full of twists and turns, and learning to navigate it can take a lifetime. Unfortunately, that’s a little too late. That’s why planning early for your financial future is so important. Where to begin though? Read our article about the hierarchy of...
by Craig Lambe | Mar 25, 2021 | Uncategorized
Prepare for the future. Live in the moment. You hear this advice all the time and wonder which makes more sense. Well, the answer to that is easy – if you prepare for the future, it makes living in the moment a lot easier to do. Applying for life insurance is an...
by Craig Lambe | Aug 27, 2020 | Uncategorized
So you’re thinking about retirement and have a few questions such as how much capital will you need for your retirement and how much do you need to save each month to meet that goal. All great questions, but don’t forget to ask this one critical question – are...
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