Jeff Kutz

It's #FinancialLiteracyMonth! As your life changes, so do your financial needs. Check out our latest resources designed to help you navigate three of life's major milestones: starting a new career, buying your first home and welcoming a baby. Learn more here: Planning for life’s milestones - Co-operators

Like the players on a hockey team, life insurance options can vary in their roles. Whether you’re looking for the stability and long-term protection of Whole Life, the flexible coverage of Universal Life that adapts to market conditions or covering financial commitments with Term Life, this hat-trick of options can suit your needs and budget.

If you have an RRSP, you have a key decision to make by the end of the year you turn 71. You can withdraw all your funds, transfer them to a RRIF, or buy an annuity. Choosing the right option will set the stage for the next chapter in your life. Talk to us today.

September is #LifeInsuranceAwarenessMonth and it’s a good time to think ahead. Let us help you protect what matters with a tailored plan that puts you first.

Planning for your future? Talk to us today for your full financial picture with investments and life insurance. We do both.

Happy #ValentinesDay ❤️. Whether you’re a hubby or a wifey, a boo or a bae, you have long-term #relationshipgoals. One of those goals should be getting life insurance as soon as you start sharing major expenses. It’s often more affordable for young couples, so don’t hesitate to ask us about it.

To all the Canadian non-profit and voluntary organizations who take care of us, we’ve created custom coverage to take care of you. After all, don’t we all do our best work when we can really put our hearts into it?

Get the whole picture. Talk to us today about a plan that includes investments and life insurance. We do both.

There’s no mantra that can make money more present in your life. It’s just a wish for wealth until you turn that resolution into a reality. Start the New Year off right by talking to a financial representative who can help you manage your finances.