Hi there,
If you’ve been named a beneficiary on a life insurance policy, or you’re planning your own coverage for the future, understanding what happens when a policyholder passes away can make a world of difference.
From the types of payouts to the steps involved in making a claim, this guide walks you through what to expect, how to avoid delays, and how to make sure loved ones are cared for when it matters most.
Want to learn more? Let's chat.
(No pressure, just smart advice.)
Talk soon,
David
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Check out our featured article:
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No matter your situation, making a clear plan now ensures your loved ones are protected later.
Learn how each payout works and when to choose one over the other.
Most choose lump sum, but annuities offer steady income over time. Each has its own benefits.
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Check out our featured video:
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Choosing the right life insurance doesn't have to be complicated.
Watch this short video to learn more.
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Join us in supporting the Terry Fox run:
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Important upcoming dates:
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Upcoming Bank of Canada Interest Rate Announcements:
July 30, 2025
September 17, 2025
October 29, 2025
Canada Child Benefit (CCB) Payments:
August 20, 2025
September 19, 2025
October 20, 2025
Want to learn more? Lets talk
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