Life Insurance

What is Life Insurance?

Life insurance is a contract with an insurance company that promises a fixed amount of money for your beneficiaries and/or estate upon your death. There are many factors to consider when choosing a policy...age, sex, health condition, smoking status and the amount of premium you can afford.

These are the types of details we will discuss so that the right policy can be selected by you.

Why You Need It

Life insurance will give you the peace of mind that comes from knowing that if something should happen to you, your loved ones won't be left with a legacy of debt, final taxes or other money worries. Certain life events might cause you to re-evaluate your financial goals and consider the protection life insurance can provide. Milestones include getting married, buying a home, having children or planning for your retirement. With an appropriate plan, life insurance can help you meet your goals in life and protect your family when you no longer can.

Certain business situations call for life insurance. If you are an entrepreneur or just starting a business you will need to protect your enterprise and any partners. A uniquely tailored insurance solution can also provide the money necessary to enable your fellow shareholders or partners to buy you out when you are ready to retire.

WEALTHinsurance.com®

WEALTHinsurance developed from 25 years of experience at illnessPROTECTION.com.

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Learn More

To learn more simply fill out this form or call us at 416-364-2929 or 1-866-566-2001.

What Our Clients say

"As the founder of Back Clinics of Canada I often meet patients who travel here from all over the world seeking expert advice and quality care in our clinic. I am especially grateful that Mark Halpern, CFP, is available locally to help me and my family on matters of insurance and estate planning. His objective advice and leadership in the financial services industry makes him my trusted advisor, he can do the same for you."
Dr. Ron Nusbaum
Back Clinics of Canada

"I heard Mark interviewed on Money Talks radio with Jerry White and was intrigued by the critical illness insurance he specializes in. We set up an appointment in his office and I approached our meeting as a skeptical accountant who doesn't like to be sold insurance. Mark surprised me. He was very thorough and covered all the bases. He looked at my total picture and didn't isolate any parts. He put together a plan for me based on our discussions that would take care of me in my life and he followed up again on each item at subsequent meetings. I purchased a critical illness insurance policy and health benefits and will consider long term care insurance and life insurance with Mark in the New Year. Mark has many strengths. The one that impressed me the most was his ability to recognize my lifestyle as a single woman with no dependants. He designed the right plan to fit. I highly recommend Mark to anyone who requires a truly caring, sincere and professional advisor."
Ms Susan Jackson
Chartered Accountant

"Mark - Thanks for protecting my family and helping me get peace of mind. Your caring advice, vast product knowledge and outstanding professionalism are unmatched."
James Nahon, CFA
Director of Finance
Major Real Estate Developer