Do you have enough Life Insurance? Do your own calculation to see...
Mortgage-nothing more tragic than your family losing their home on top of loosing you!
Debts - you debts don’t disappear when you do!
Kids education-it is difficult to continue the savings plan now that you are gone. I usually budget $100,000 per child so that the surviving parent can help with education, wedding, etc.
Emergency Fund - death takes us by surprise and having $50,000 in the bank to help reorganize your life is helpful.
Income Replacement- can the surviving spouse handle all the bills on their own or would they need a little help to get back on their feet. Either for a couple of years or longer.
Final expenses - range is $10,000 - $50,000
If you are a business owner don’t forget about those debts too!
What is you number?? Do you have enough??
Give me a shout and I will give you a price - 613-567-9700 x 2277
Tracy Daly Sun Life Financial Advisor
RETIRED I am a Sun Life Financial advisor. Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.
These are my personal opinions, not professional advice and they do not reflect the official position of Sun Life Financial. A Clear Connection : your relationship with Sun Life Financial bit.ly/ClearConnection
Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.)
11/21/2018
Scary flight but great day in Toronto for the Women in Wealth Management conference!
09/03/2017
I am actually finding it fun sometimes when FB reminds you of things that happened a year ago! Here is an opportunity to meet some FB friends you may know. Thank you so much to my clients both on this video and the many others I have had the pleasure of meeting and doing business with from FB. I look forward to meeting many more of you ❤️ Please reach out if you would like me to do a review with you both from an insurance and/or wealth standpoint. Stay dry! Xo
Tracy Daly - General testimonial Tracy Daly, insurance specialist and financial planner, helps people every day find insurance solutions that are right for them, their families, and their bu...
Have you just had a baby? Bought a house? Have a term policy coming up for renewal? Call me/txt me or PM me for a no obligation quote for life insurance.
Think you are uninsurable? Think again ❤️
613-710-9866
Have you been declined for Life Insurance? Are you difficult to insure? Do you want Life Insurance but have been unable to get it? Call me! I have a solution ❤️
02/10/2017
Ontario's long-term care problem: Seniors staying at home longer isn't a cure for waiting lists Seniors want to live at home as long as possible, right? Cash-strapped Ontario is banking on it, but as many families on waiting lists for long-term care know, it’s not that simple. Blair Crawford …
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333 Preston Street/Suite 800
Ottawa, ON
K1S5N4