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Hi there,
Most people assume they can change their life insurance beneficiary anytime. But that’s not always true.
In Canada, beneficiaries can be revocable (flexible) or irrevocable (locked in). If it’s irrevocable, you need their consent to make changes.
This matters more than people think, especially after major life changes like marriage, separation, or having children.
If you’re not sure how your policy is set up, a quick review can help you avoid issues later.
Want to learn more? Let's chat.
(No pressure, just smart advice.)
Talk soon,
David |
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Avoid these 5 beneficiary mistakes; keep your coverage clear, current, and conflict-free. |
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Make sure your family’s covered (and you’re not overpaying) |
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When’s the last time anyone reviewed your life insurance?
Most policies are bought and forgotten — which means many families are paying for coverage that no longer fits their needs.
My Life Insurance Policy Checkup is a free, 15-minute review to confirm your coverage is still doing its job: protecting your family and minimizing costs.
What we’ll check:
- Are you paying more than you should?
- Are there new options that build cash value faster?
- Has your family, income, or debt changed since you bought the policy?
No sales pitch — just clarity and recommendations you can act on right away.
I reserve a small number of review calls each week to keep them personal and meaningful — once they’re full, they roll into the next week.
[Book Your Free Policy Checkup] — a few openings remain this week.
P.S.
The only mistake bigger than overpaying for life insurance is assuming you’re properly covered when you’re not. Let’s verify it together — it’s free peace of mind. |
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Check out our featured video: |
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Confused about life insurance? Let's simplify it.
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Important upcoming dates: |
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Upcoming Bank of Canada Interest Rate Announcements:
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April 29, 2026
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June 10, 2026
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July 15, 2026
Canada Child Benefit (CCB) Payments:
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May 20, 2026
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June 19, 2026
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July 20, 2026
Want to learn more? Lets talk |
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WealthTrack, 3-304 Stone Road West Suite 150, Guelph, ON N1G4W4, Canada |
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