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PLAN • PROTECT • PROSPER

Managing financial risks is a key component of a comprehensive financial plan, yet more than 75% of Canadians are dangerously uninsured.

What happens to your family if your income is interrupted - or stops altogether?

Life, Critical Illness and Disability Income insurance can help manage your family's unique financial risks.

Perhaps the checklist below will provide some useful perspective.

If you would like a brief, no-cost, no-obligation initial consultation, please feel free to submit the completed checklist and I will contact you by email to arrange a time that is convenient for you.

Your Estate Planning Checklist

1) I have an up-to-date will, including appropriate named executor(s) and trustee(s).*

2) I know my eventual estate tax and costs.*

3) I have sufficient life insurance to: (check all that apply) *

4) I have an alternate source of income in the event of an extended disability. *

5) I personally own Disability Income (DI) insurance (ie beyond what is provided by my work). *

6) I understand the limitations of my work/group long-term disability plan. *

7) I own an insurance policy that pays me a tax-free lump sum (a "living benefit") if I am diagnosed with a critical illness such as cancer, heart attack, Multiple Sclerosis, etc. *

8) I have used a comprehensive formula to determine the amount of insurance I have today. *

Name *

Email *

By submitting this form, I consent to John Radul corresponding with me at the email address indicated above. I understand I may withdraw my consent at any time.

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John Radul, CFP
Wise Advisory Group
1315 North Service Road East,
Suite 203,
Oakville, ON L6H 1A7
© 2022