A good financial plan starts with knowing all the facts to ensure you have adequate coverage.Use these valuable tools and calculators to determine your needs.
These excellent financial planning resources are made available from BMO Insurance.
2014 Wealth Planning – Facts and Figures (PDF)
Estimated Estate Taxes and Charges Worksheet (PDF)
Calculating Your Life Insurance Requirements Worksheet (PDF)
Online Critical Illness Requirement Calculator
Contact Us
At Safe Pacific Financial, we specialize in helping Canadian business owners, incorporated professionals, and investors structure life insurance for maximum wealth protection, tax savings, and business growth.
If you would like to discuss whole life insurance or investments, we’re happy to chat and see if we can be a good fit to work with you. Fill out our contact form and we will get back to you within 24 hours on business days.
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