by Exceedia Consulting | Mar 4, 2022 | Blog, Estate Planning, life insurance, Retirees
There are a number of mechanisms available for individuals to save in a tax-efficient manner for their retirement – from employer-sponsored pension plans to government plans, RRSPs (registered retirement savings plan) or TFSAs (tax free savings account). But, for...
by Exceedia Consulting | Dec 1, 2021 | Blog, life insurance
Why Should I Review My Life Insurance?It’s great that you’ve taken the critical step of buying life insurance. But have you reviewed it recently to make sure that your policy is still suitable for you? It’s important to review your life insurance policy annually to...
by Exceedia Consulting | Oct 31, 2021 | Blog, life insurance
When should I buy life insurance?Life insurance can benefit you no matter what stage of life you’re at. It’s never too soon or too late to buy life insurance. Not only will it give you peace of mind, but it will also provide your loved ones with financial support...
by Exceedia Consulting | Sep 1, 2021 | Blog, Debt, Family, life insurance
Post-secondary education can be expensive, however, having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easier to make financial decisions that align with your goals...
by Exceedia Consulting | Aug 1, 2021 | Blog, Family, individuals, life insurance
Before buying insurance from your bank to cover your mortgage, understand the difference between self owned mortgage life insurance and bank owned life insurance. The key differences are ownership, premium, coverage, beneficiaries and portability.Ownership:Self: You...
by Exceedia Consulting | Jul 4, 2021 | Blog, Insurance, life insurance
You may have had life insurance for as long as you can remember. You wanted to make sure that your family would be taken care of and be able to pay their bills if anything happened to you.But now that you’re older and your children are grown – and hopefully your...
