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Have a plan that sets you free
What does a young professional plan look like?
Critical Illness Insurance | Disability Insurance
Life Insurance | Emergency Fund
Uncontrollable Events
Personal Priorities
Home Ownership | Long-term Investments
Retirement Planning
Growth Opportunities
Mortgage Pay down
Higher Risk Investments
Speculation
Tax Shelters
Real Estate
Business Opportunities
On a scale of 1 to 5...
Protecting my income is important to me.
1
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5
I have an idea of my long-term and short-term goals.
1
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5
I want the flexibility to retire early.
1
2
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5
Income Protection
Protecting your biggest asset, you.
For most young professionals, your ability to work is your biggest asset. Working allows you to pay the bills, enjoy your lifestyle and save for the future you want. But what happens when you can't work and how long can you live off your savings? Are you covered if something happens outside of work and does your group insurance cover enough, if any? Is your line of work more susceptible to long and short-term injury? If you haven't thought about this before, it might be time to talk to us about your cost-effective options. The best time to plan is before injury, sickness or burnout.
Savings for Emergency & Goals
Small saving is still saving. Have a plan and build good habits.
Are you a saver or a spender? Do you
Debt Reduction
Annual or semi-annual meetings to keep your plan up to date with your life changes.
Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.
Long-term Planning
Annual or semi-annual meetings to keep your plan up to date with your life changes.
Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.
