Capital Planning - Group Benefits and Savings

Capital Planning - Group Benefits and Savings Group savings, benefits and insurance plans for Alberta organizations. Proudly local for 40+ years.

This is your friendly reminder about the Guaranteed Acceptance Critical Illness campaign currently available to ATA memb...
05/26/2026

This is your friendly reminder about the Guaranteed Acceptance Critical Illness campaign currently available to ATA members, Teachers, Alberta School Board Employees, and their spouses.

More importantly, we’re asking for your help in sharing this opportunity with your staff and community before the campaign ends on May 31.

This truly is one of those opportunities that, for many people — especially anyone with pre-existing conditions — is a complete no-brainer.

There are no medical questions, no medical exams, and no complicated approval process. During this campaign period, eligible individuals can apply for up to $50,000 in Critical Illness coverage with guaranteed acceptance, plus additional coverage options for children.

And to be very clear — this is not a gimmick. It’s real coverage designed to provide real financial support during incredibly difficult moments in life.

If diagnosed with a covered condition such as cancer, heart attack, or stroke, the plan provides a tax-free lump sum payment that families can use however they need most.

One of the biggest things we hear after financial wellness sessions is: “Why didn’t I know about this sooner?”

That’s exactly why we’re hoping to spread awareness while this opportunity is still available. Please forward this to your community.

👉 ATA Member application link:https://specialmarkets.ia.ca/applyata

👉 Alberta School Board Employee application link:https://specialmarkets.ia.ca/applyasbe

The deadline to apply is May 31, 2026, and unfortunately this offer cannot be extended.

Thank you again for your support and for helping us ensure people are aware of this rare opportunity while it’s available.

05/20/2026

Capital Planning has proudly worked alongside Alberta’s education community over 40 years, and we’re reaching out because there is currently an important opportunity available for Alberta School Board Employees and ATA Members that we truly don’t want people to miss.

In this video, Rick shares a story about a teacher he knew who was diagnosed with breast cancer. During an already overwhelming time, having Critical Illness coverage in place helped provide financial breathing room so she could focus on her health and family instead of added financial stress.

Stories like this are exactly why we believe awareness around this campaign matters so much.

Right now, Alberta school board employees, teachers, ATA members, and their spouses can apply for up to **$50,000 in Critical Illness Insurance with guaranteed acceptance and no medical questions asked.** Coverage is also available for children.
And it ends May 31st - so only 11 days left to access this.

Some key features of the plan include:

✔ Tax-free lump sum payment if diagnosed
✔ Covers 25 conditions including cancer, heart attack, and stroke
✔ Funds can be used however needed — bills, treatment, income support, or recovery
✔ Coverage available for spouses and children
✔ Guaranteed acceptance during the campaign period

We would sincerely appreciate your help sharing this opportunity with your staff and community so people are aware while the campaign is active.

👉 ATA Member application link:
[https://specialmarkets.ia.ca/applyata](https://specialmarkets.ia.ca/applyata)

👉 Alberta School Board Employee application link:
[https://specialmarkets.ia.ca/applyasbe/home](https://specialmarkets.ia.ca/applyasbe/home)

The campaign runs until May 31.

Should you want us to send along more information, additional graphics, or supporting materials, we’d be more than happy to do so.

Thank you again for your support and for everything you do for Alberta’s education community.

Warmly,
Capital Planning

04/25/2026

In Calgary supporting teacher leaders but still representing!

04/24/2026

🚨 NO MEDICAL QUESTIONS. JUST COVERAGE. 🚨
If you’re an Alberta Teachers’ Association member or an Alberta School Board Employee, this is one of those opportunities you don’t want to scroll past.
For a limited time, you—and your spouse—can get up to $50,000 in Critical Illness Insurance with guaranteed acceptance. No medical exams. No health questions.
You can even add $10,000 of coverage for your children.
✔ Tax-free lump sum payment if diagnosed
✔ Covers 25 conditions including cancer, heart attack & stroke
✔ Use the money however you need
This kind of offer doesn’t come around often—and it ends May 31.
👉 Apply now: https://specialmarkets.ia.ca/applyata
Protect your future. Protect your family. Do it while it’s simple.

🚨 AUCUNE QUESTION MÉDICALE. JUSTE UNE COUVERTURE. 🚨
Si vous êtes membre de l’Alberta Teachers’ Association et employé(e) d’un conseil scolaire de l’Alberta, voici une occasion à ne pas manquer.
Pour une durée limitée, vous et votre conjoint(e) pouvez obtenir jusqu’à 50 000 $ d’assurance maladies graves avec acceptation garantie. Aucun examen médical. Aucune question sur votre santé.
Vous pouvez même ajouter 10 000 $ de couverture pour vos enfants.
✔ Prestation forfaitaire non imposable en cas de diagnostic
✔ Couvre 25 maladies, dont le cancer, la crise cardiaque et l’AVC
✔ Utilisez l’argent comme bon vous semble
Ce type d’offre est rare — et elle prend fin le 31 mai.
👉 Faites votre demande dès maintenant : https://specialmarkets.ia.ca/applyata?lang=fr
Protégez votre avenir. Protégez votre famille. Profitez-en pendant que c’est simple.

04/23/2026

Last night in Oil Country 🏒🔥

Our Chief Marketing Officer, Jesse Schewchuk, and Founder Randy Olson had the chance to take in the Oilers playoff action—and wow, the energy in that building was absolutely electric.

There’s something special about this city. The way the community shows up, rallies together, and pours its heart into every moment… it’s palpable.

While the outcome wasn’t the win we were all hoping for, the experience itself? Unmatched. Being part of a playoff night in Oil Country is something you don’t forget.

Here’s to the fans, the passion, and the unforgettable atmosphere. 💙🧡

04/22/2026

Did you know…?

💵 Purchasing critical illness insurance is one of the most cost-effective things you will ever do to protect your savings.
📝 ASEBP's 2026 Retirement Incentive for Teachers and Employees (RITE) program provides eligible Alberta teachers and other school employees with a one-time, nontaxable financial incentive to support their transition into retirement. Alongside the RITE update, ASEBP has provided current data and expectations for its disability services programs, including sick leave supports and Extended Disability Benefits.

Learn more about these topics and many others by checking out https://abteach.cc/WorthKnowing

Sometimes you meet the nicest people at especially those fellow travellers who hit the road all year supporting teacher...
04/21/2026

Sometimes you meet the nicest people at especially those fellow travellers who hit the road all year supporting teachers, like and

Stop by and say hi to all of us! 👋 We are here to support you.

04/21/2026

It’s time for our President, Rick, to enjoy some mountain time while at in

We’re proud to be here at ULead 2026 in beautiful Banff, connecting with incredible educators and leaders from across Al...
04/20/2026

We’re proud to be here at ULead 2026 in beautiful Banff, connecting with incredible educators and leaders from across Alberta.
At Capital Planning, we’re excited to be showcasing our iA Critical Illness campaign, offering guaranteed acceptance for all ATA members and Alberta School Board Employees. It’s all about making protection simple, accessible, and meaningful when it matters most.
We’re also thrilled to be giving back while we’re here. We’ve donated $500 to Cafe Books, a beloved local bookstore in Canmore that’s doing amazing work through their ULead initiative to support literacy and community connection. Supporting local and investing in community is core to who we are, and we couldn’t be happier to contribute.
If you’re at ULead, come say hi. We’d love to connect.
SupportLocal CapitalPlanning

We’re proud to be here at ULead 2026 in beautiful Banff, connecting with incredible educators and leaders from across Al...
04/20/2026

We’re proud to be here at ULead 2026 in beautiful Banff, connecting with incredible educators and leaders from across Alberta.

At Capital Planning, we’re excited to be showcasing our iA Critical Illness campaign, offering guaranteed acceptance for all ATA members and Alberta School Board Employees. It’s all about making protection simple, accessible, and meaningful when it matters most.

We’re also thrilled to be giving back while we’re here. We’ve donated $500 to Cafe Books, a beloved local bookstore in Canmore that’s doing amazing work through their ULead initiative to support literacy and community connection. Supporting local and investing in community is core to who we are, and we couldn’t be happier to contribute.

If you’re at ULead, come say hi. We’d love to connect.

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