Survivorship income planning

When a spouse passes away, the widow’s or widower’s life can become turbulent both emotionally and financially. But careful survivorship planning can ease some of the turmoil. While life insurance needs generally decrease as we age, we can help you make sure that in the event of one spouse’s death, the insurance proceeds will last the survivor for the rest of his or her lifetime. Being able to provide for people during this period is very rewarding, and after 36 years, it’s something we do very well.

If you’d like to sit down with us to discuss survivorship income planning, please let us know.

We have offices in Meaford and Thornbury, and we’re happy to visit with you at your home in Meaford, Thornbury, Collingwood, Wasaga Beach, Owen Sound, Markdale and elsewhere in the area.