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Premiere: Monday, February 28 at 1:30pm
Live replay: Monday, February 28 at 6:30pm
Live replay: Tuesday, March 1 at 10:30am
For many Canadians, the word insurance is as appealing as binge-watching a cheesy 1980s sitcom! But insurance may be one of the most important protections you put in place for your own and your family’s finances.
Most Canadians have some type of life insurance, but most Canadians are either under-insured, inappropriately insured or do not understand how their life insurance works.
More than that, more than 90% of Canadians have no form of critical illness insurance in case of a serious illness, such as cancer, heart attack or stroke.
In this important, yet fun, webinar, you will learn essential information for anyone interested in making sure they or their family will survive the financial challenges caused by unexpected death or a serious illness.
You will learn:
– the different types of life insurance and how they benefit you
– creative ways of using life insurance for maximum benefit
– strategies for creating wealth through life insurance while you live
– how critical illness insurance can help you or a loved one when seriously ill
– the options available to those who have an existing health concern, a dangerous occupation or who have been declined for insurance in the past
– so much more!
Register now!
Premiere: Monday, February 28 at 1:30pm
Live replay: Monday, February 28 at 6:30pm
Live replay: Tuesday, March 1 at 10:30am
Penta Wealth is a full-service financial services company, offering its clients traditional and sustainable investment solutions, a full shelf of insurance solutions, plus complete financial planning, including retirement planning, tax planning and estate planning.
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Portfolio management services provided by R N Croft Financial Group Inc., a licensed Portfolio Manager and Investment Fund Manager serving individual and institutional clients throughout Canada.
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BA, BEd, MBA, RWM
A former high school teacher and college Economics lecturer, Scott Boassaly has always valued education. This is further illustrated by his formal education. He holds a BA in History from Carleton University, a Bachelor of Education from The University of Ottawa, and an MBA from The University of Ottawa. This focus on education reveals itself in his approach to financial advice and in his commitment to offering free financial seminars to both adults and children. Celebrating his 20th anniversary as a wealth manager, Scott started his career at a large national firm where he quickly transitioned into management. Further industry experience was gained working with a reputable brokerage, then managing his own brokerage, Balance Financial, since 2019. Scott is the only certified responsible investment advisor in Ottawa and also holds the Real Wealth Manager designation.