Insurance Planning: Open Forum

Life, Disability, Long-Term, Travel
and Health and Dental Insurance.

What are your questions? We have the answers.

We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics. Invest just 60 minutes and it could save you and your family thousands of dollars…

This event took place at the Thornhill Golf & Country Club on Monday, March 23, 2015 between 12:00 and 1:30pm.

Due to an overwhelming amount of questions that are coming through our office about insurance we decided to create a workshop to help clients and guests get the answers they are looking for and guide them to make the right decisions for their future.

Risk management…Isn’t that why we have insurance?

We know there are risks in life that are unavoidable and therefore we need to take the necessary steps to manage these risks.

Did you know:

  • that you can still get insurance even if you had health issues?
  • that you should never renew your term policy?
  • that pre-existing conditions are not covered with travel insurance?
  • that annual travel insurance may not be covering you for a whole year?
  • the limits of your group insurance plan and when it’s better to get your own plan?
  • that some insurance premiums are tax deductible?

Join us, and ask the questions you want to know.

These are just some of the serious concerns facing Canadians. Mike Connon, Carlo Cansino and Jorge Ramos will discuss how these issues affect Canadians and present simple solutions on how to make wiser decisions.

About Our Speaker

Jorge Ramos

Jorge Ramos, CFP, CLU, CHS
Senior Estate Planning Consultant

Jorge started in the life insurance industry 20 years ago as a career agent with London Life. After 10 years as an advisor, Jorge went corporate, by working for the head office of one of Canada’s top insurance companies as their in-house insurance expert.

Over this time, Jorge has risen to the peak of the insurance industry by securing the relevant industry designations, such as CFP, CLU, CHS. (Certified Financial Planner. Chartered Life Underwriter and Certified Health Specialist).

He is also an avid Traveller and a Triathlete, having completed his first Olympic Triathlon this past summer. Jorge is married with 2 girls and a recent addition to the family – a 6 week old puppy.

Jorge’s role is to help clients mitigate the risks that come from death, disability and illnesses. All the best financial planning can be destroyed without properly offsetting these unavoidable risks.

Related articles

Bonds Are Getting Hammered Podcasts

Bonds Are Getting Hammered

Bonds getting hammered is a pretty unusual occurrence.  It seems that we are exiting a 30-year bull market on bonds. So what’s going on in the market to cause this to happen? And what are governments doing to counteract global inflation? Today on ThinkSm…

Read More →
Live Events

Bomb Girls of Canada

July 18th, 12:00 -1:00 pm Thornhill Golf and Country Club 7994 Yonge St, Thornhill, ON L4J 1W3 With close to a million men and women …

Read More →
Newsletters

What’s keeping you from retiring?

Over the last couple of years, Canadians have been rethinking the target age of their retirement. Back in 2009, more Canadians preferred to retire at …

Read More →

Financial Planning Advice from Canada's Top Financial Advisors

Sign Up To Receive Email Updates On The Financial Industry And Complimentary Workshops.

By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting [email protected].

FREE RESOURCE

Get actionable financial insights from the TMFG team.

Copyright Assante Wealth Management. © 2022

Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.