Life Insurance Needs Analysis
This short questionnaire will help you to determine your life insurance needs. I firmly believe that insurance should exist to solve a specific problem. Making sure you have the right amount is important to ensure you don't pay too much for your insurance - or have too little coverage when you need it most. These questions should take 15-20 minutes. Keep in mind that numbers don't have to be exact - just in the ballpark.

In marriage/partner situations, you should each answer this individually. Insurance needs can differ significantly for each spouse.

Don't get too stressed about your answers - your goals will naturally change over time. I revisit this tool every few years with my clients to keep up with the changes they experience throughout life. If you don't know the answer to a question, you can leave it blank and we can discuss it in person.

Once you have answered and submitted the questions, I will compile the information into a customized report. I will also include a quote from all the insurers in Canada to get you started. After you see the report, we can make adjustments in a snap so you can tailor your plan to be exactly what you need.

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