Chevron Wealth Preservation is home to life-licensed advisors who are experts in delivering comprehensive
wealth planning. Following an extensive review of your current personal and financial situation, our
experienced advisors can provide you with the right solutions to meet your personal and financial goals. Our advisors can design a risk management plan that takes into consideration your retirement, tax and estate planning needs.
Chevron Wealth Preservation is an affiliate of Echelon Wealth Partners and is the national life insurance solutions and services distribution channel providing clients with access to best in class Canadian Life insurance services. Chevron Wealth Preservation currently operates in British Columbia, Alberta, Saskatchewan, Ontario and Quebec.
Most people understand the concept of life insurance and many have taken out a policy to protect their loved ones. Disability insurance is also well known, as it protects your financial security in case you suffer a long-term injury and cannot work. However, have you stopped to think about what you and your family would do if you were stricken by a heart attack, stroke or some form of cancer? Business owners must also prepare for – and protect against – a serious illness to one of the partners or key employees.
The risk is more common than you might think. Consider these statistics:
While it may be emotionally challenging to face the possibility of developing a serious illness, you do not want to make the situation worse by being financially unprepared. Critical illness insurance reduces the financial burden of a severe medical condition by providing a tax-free lump sum payment if you are diagnosed with a qualified illness. The amount of the benefit depends on your needs and typically ranges from $25,000 to $2,000,000. Knowing that you have this potential benefit is comforting, and, if you are fortunate enough not to develop a critical illness, some policies will even return the insurance premiums.
It is never pleasant to think about suffering a serious illness, but just as you purchase other types of insurance to protect you and your family, having critical illness insurance is part of a comprehensive financial plan. It is important to protect against a significant loss of income or to ensure a high degree of business continuity.
Chevron Wealth Preservation and its partners can give you access to the right insurance products for your
personal and business circumstances. We have the expertise to assess your insurance needs and recommend the products that best meet those needs.
We have strategic partnerships with the most reputable and stable insurance companies in Canada. Out insurance platform enables our agents to provide clients with various insurance products and services from well-established Canadian Life insurance companies. The products available through the platform are Term Insurance, Permanent or Whole Life Insurance, Universal Life Insurance, Critical Illness, Disability and Long Term Care Insurance, Annuities and Segregated funds products. In addition to these products and services, we are able to provide business owners with Group Insurance products.
As an experienced life-licensed advisor at Chevron Wealth Preservation, I can assist you in discovering what your insurance needs are. Contact me today to find out how I can help you achieve the peace of mind you deserve.
Insurance products and services are offered by life insurance licensed advisors through Chevron Wealth Preservation Inc., a wholly owned subsidiary of Echelon Wealth Partners Inc. This material is provided for general information and is not to be construed as an offer or solicitation for the sale or purchase of life insurance products or securities mentioned herein. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please seek individual financial advice based on your personal circumstances. Please note that only Echelon Wealth Partners is a member of CIPF and regulated by IIROC; Chevron Wealth Preservation is not.
Forward-looking statements are based on current expectations, estimates, forecasts and projections based on beliefs and assumptions made by author. These statements involve risks and uncertainties and are not guarantees of future performance or results and no assurance can be given that these estimates and expectations will prove to have been correct, and actual outcomes and results may differ materially from what is expressed, implied or projected in such forward-looking statements.
The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Echelon Wealth Partners Inc. or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. These estimates and expectations involve risks and uncertainties and are not guarantees of future performance or results and no assurance can be given that these estimates and expectations will prove to have been correct, and actual outcomes and results may differ materially from what is expressed, implied or projected in such forward-looking statements. Echelon Wealth Partners Inc. is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.
All Rights Reserved | Ottawa Wealth Management
Please note that only Echelon Wealth Partners is a member of CIPF and regulated by IIROC; Chevron Wealth Preservation Inc. is not. *Insurance Products provided through Chevron Preservation Inc.