Pierrette Marshall Insurance & Planning Specialist

04/11/2023

04/03/2023

Generational wealth starts with you

12/25/2022

Merry Christmas from our family to yours

11/11/2022

Lest we forget

09/02/2022

September is Life Insurance Awareness Month, so take a few moments to ask yourself if you have the adequate financial protections in place for your nearest and dearest.

If you do have life insurance in place, ask yourself if it’s sufficient, think about whether your circumstances have changed since you first purchased your policy. If you don’t have life insurance yet, now is the time to seriously consider your options. Having a life insurance policy in place is one of the most important and lasting financial decisions that you can make.

Let’s talk…I will find the right life insurance policy for you!

08/19/2022

Check out our new website

08/16/2022

Call me, I can help. 416-561-8088

08/04/2022

Final Expense Planning Reality Check - Somebody gets stuck with the bills, and it is usually someone you say you love.

Death is not a fun topic and families don’t like to talk about or plan for it. Truth is death is a reality and it is guaranteed to come whether or not we decide to plan for it.

I speak to Canadians about what they want to happen when they die, who is going to be taking care of their funeral and their estate etc.

Some folks know what they want and implement a plan so their families don’t have to deal with the financial aspect of things when the time comes; others procrastinate and their families suffer the consequences.

Many Ontarians have said to me “you know what when my loved one dies I am going to be the one who has to deal with all this stuff” and they are the ones who sometimes get other family members together and they fund these plans for their loved ones.

These are some of the facts about final expense planning:

✅ it is your responsibility
✅ it is selfish to leave your responsibilities on someone else, especially someone you claim to love
✅ planning won’t cause you to die prematurely
✅ not planning won’t extend your life
✅ proacstinating is foolish, you have no idea when your day will come
✅ planning isn’t morbid or expensive - not planning is

Stop putting it off, and don’t let the last memory that your family has of you feel like a kick in the teeth...DM me or call 416-561-8088 for a complimentary consultation.