Advance Planning Insurance

Your legacy is as unique as you are, but it must be planned carefully. Your Advance Planning Insurance provides both specific and customized resources to support your goals.  Each policy also comes with professional case managers to support and organize survivors.

What makes Advance Planning Insurance different is that the applicant not only preselects who receives their life insurance funds, but it also structures how that money will be spent.

Advance Planning Insurance isn’t meant to replace term insurance, but complement an existing policy with whole life coverage that protects those funds for the rest of life.

Why Buy Advance Planning Insurance?

There are some great reasons to buy Advance Planning Insurance Services, including:

✓ No restrictions on health or age and no medical exams
✓ No inflation with select products and services
✓ Immediate coverage instead of reimbursement
✓ Never renew and no expiry
✓ Redeemable anywhere
✓ Flexible payment options
✓ Reduce liability for your executors
✓ Coverage for premature and accidental death
✓ Child and Grandchild Protection

Insurance Options

Underwritten by Assurant Life of Canada

AGE Program:

  • AGE Program
  • World Wide Travel Protection
  • Final Documents Service

Funeral Planning:

  • Funeral goods and services

Estate Management:

  • Age program
  • World-wide travel protection
  • Final documents services
  • Beneficiary benefits
  • Health care support for survivors
  • Legal allowance
  • Fraud protection
  • Disability tax credit review
  • Final income tax
  • Downsizing
  • DNA preservation
  • Charitable giving

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