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Category: Life insurance

12 June

Lessons From History

June 12, 2023June 12, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Life insuranceNo Comments
Historically, the average household used whole life policies as a savings vehicle for the criteria already mentioned.The increase in government intervention in the economy – particularly when it came to…
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1 March

Success Stories

March 1, 2023March 2, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Life insuranceNo Comments
These are the stories of four wealthy, well-known people who share a similar story of how a key asset played a significant role in creating their wealth and legacies. There…
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Life happens. Help your employees prepare for when it does - DO Financial
1 September

Life happens. Help your employees prepare for when it does

September 1, 2021November 13, 2021Canada LifeLife insuranceNo Comments
To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits. What happens if one of your employees has to modify…
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Financial Adviser - DO Financial
12 August

How This Single Tool Can Make All The Difference For Your Family

August 12, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Life insuranceNo Comments
As a financial advisor, when I ask new clients why they hadn’t worked with an advisor before, I never get good answers. Most of the time, they attribute it to…
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12 August

Corporate-owned life insurance

August 12, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Life insuranceNo Comments
Business owners have two options when choosing how to own a life insurance policy on their lives: corporate i or personal. Why choose corporate ownership? Using low-tax corporate dollars to…
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1 August

4 Months of Free Life Insurance in Ontario!

August 1, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Life insuranceNo Comments
Now, more than ever, people understand that life insurance can help protect the people they love the most from financial hardship caused by the death of a primary income provider.…
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27 June

The Value of Key Person Insurance

June 27, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Life insuranceNo Comments
How insurance can help you plan for unexpected events If you’re a business owner, you know it takes plenty of time, work and effort, and you do whatever you can…
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What happens when my term life insurance expires - DO Financial
21 May

What happens when my term life insurance expires?

May 21, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Life insuranceNo Comments
My term life insurance will end in a few years – what are my options? Term life insurance is a flexible insurance option: you choose the term length, you choose…
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6 Reasons Millennials Should Consider Life Insurance - DO Financial
5 May

6 Reasons Millennials Should Consider Life Insurance

May 5, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Life insuranceNo Comments
Millennials live in an innovation-driven economy moving faster than any other generation. We can’t predict the future, but we can prepare and manage it with life insurance. It serves several…
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Life Stages That Impact Your Life Insurance Needs in Ontario - Blog - DO Financial
18 February

Life Stages That Impact Your Life Insurance Needs in Ontario

February 18, 2021November 11, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Life insuranceNo Comments
Do you know that your life insurance needs vary as your life changes? Most people understand that having life insurance is part of a responsible financial plan, but they are…
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