life insurance | Quarry Wealth Management

If anything should happen to me…

by Quarry Wealth | Apr 2, 2019 | blog, estate planning, life insurance

Don and Kate were nervously anticipating Don’s upcoming life saving surgery. Don was also concerned that, should he not survive, Kate might not know everything that needed to be done upon his death. The night before his surgery he made this list for Kate of the things she should do if he didn’t...

Life Insurance – Do You Buy, Rent, or Borrow?

by Quarry Wealth | Feb 1, 2019 | blog, life insurance

Without a doubt, life insurance is valuable protection provided by your employee benefit plan, but should it be the only life insurance coverage you have? Probably not, if you want to ensure you have sufficient long term protection to cover all your family’s financial needs should you die unexpectedly.

Are You Prepared For Retirement?

by Quarry Wealth | Jul 23, 2018 | estate planning, families, Family, individuals, investment, investments, life insurance, retirement, RRSP, savings, tax, tax free savings account

Is it Time for Your Insurance Audit?

by Quarry Wealth | Dec 1, 2016 | articles, blog, estate planning, life insurance

Has it been awhile since you last looked at your insurance portfolio? Are you a little vague in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your portfolio reflects your current situation? Just like going to the dentist for regular checkups...

The Estate Bond

by Quarry Wealth | Nov 1, 2016 | articles, blog, estate planning, life insurance

Growing your estate without undue market risk and taxes Often we see older investors shift gears near retirement and beyond. Many become risk averse and move their assets into fixed income type investments. Unfortunately this often results in the assets being exposed to higher rates of income tax...

The Clock is Ticking

by Quarry Wealth | Sep 1, 2016 | articles, blog, business owner, life insurance

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buylife insurance. New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not perform as well as they do currently. The good news is that the proceeds of...