Sample-MrsMrRealtor-InsuranceInfo-2026.xlsx

	A	B	C	D	E	F	G	H	J	L	M
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2	Date: September 5, 2025			(Sample) Insurance Summary for Mrs and Mr Realtor
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4	Name	Policy #	Ins. Company	Type	Issued	Amount	Payment	Notes
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6		Life Insurance - Permanent (WL, UL, T100) or Term (T1, T5, T10, T15, T20, T25, T30)							Click this link for more information on the insurance application process
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8	Mary	300789001	Foresters	Term20	1-Jan-10	$2,000,000	$87.00
9	John	300789009	Foresters	Term20	1-Jan-10	$1,500,000	$123.00
10	Mary	BB5487854	Foresters	WL-20Pay	1-Jan-10	$100,000	$121.00
11	John	BB5487861	Foresters	WL-20Pay	1-Jan-10	$100,000	$95.00
12	Mary		ORWP-Canada Life	Assoc.	1-Jan-24	$100,000		OREA	more info ORWP		video on how to update beneficiary
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14		Will and Power of Attorney
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16	Mary	names of Trustee/Guardian: Trustee - Anthony Brown-brother						my Will and PofA updated on: July 15, 2019	more info	LawAssure-video
17	John	names of Trustee/Guardian: Trustee - Anna Smith-mother						my Will and PofA updated on: July 15, 2019
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19		Life Insurance for Children
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21	Joyce	400576994	Equitable	WL-20Pay	1-Jan-18	$100,000	$1,316.00	(A)
22	Dylan	400567993	Equitable	WL-20Pay	1-Jan-18	$100,000	$1,378.00	(A)
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24		Life Insurance for Parents
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26	Mrs. mom			WL-100Pay	option	$50,000	$225.00
27	Mr. dad			WL-100Pay	option	$50,000	$315.00
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29		Critical Illness Insurance (T10, T20, T75, T100, Children Rider)
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31	Mary	FA0155568L	Empire Life	Term20	1-Jan-14	$150,000	$110.00
32	John	FA0155567L	Empire Life	Term20	1-Jan-14	$150,000	$115.00
33	Mary		ORWP-AIG Ins	Assoc.	1-Jan-24	$25,000		OREA	more info ORWP
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35		Disability Insurance - Income Replacement (Individual or Group; BOE)
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37	Mary	1243365	EDGE Benefits	Ind	2011	$4,000	$39.60	24h Injury; WP30; BP5; $10,000 AMTB
38	Mary	rider	EDGE Benefits	BOE	1-Jan-14	$2,500	$12.55	24h Injury; WP30; BP24;
39	Mary	rider	EDGE Benefits	LPE	1-Jun-19	$300,000	$12.00	24h Injury; WP5; Lump-sum
40	John	87634355	Canada Life	Grp-wrk	2010	$4,100	payroll ded.	24h Injury&Illness; 66%; WP120; BP65;
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42		Dental Medical (Individual, Group, Health Spending Account (HSA))
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44			ORWP-GreenShield	Assoc.	1-Jan-24			OREA-single	more info ORWP	https://www.orea.com/orwp
45	Mary	1243365	myHSA	HSA	2011			family coverage - top-up
46	John	87634355	Great-West Life	Grp-wrk	2010		payroll ded.	family coverage
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48		Mortgage Insurance (Private or Bank)
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50	Mary&John		Scotia Bank	Private	1-Jan-19	$530,000		mortgage protected with life insurance	TD Mortgage Ins policy-592258-mort-new-en.pdf
51	Mary&John		Scotia Bank	Private	1-Jan-22	$750,000		investment property	cibc-ins-creditor-insurance-mortgages-cert-13001-en.pdf
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53	Name	Policy #	Ins. Company	Type	Issued	Amount	Payment	Notes
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55		Business Insurance
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59		Investments (RRSP, RESP, Seg.Funds, Mut.Funds, Stock etc)
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63		Home Insurance
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67		Car Insurance
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71		Long Term Care
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75	Make sure your insurance is up to date:
76	the amount of insurance, type of insurance, beneficiaries (primary, contingent, trustees), mailing address, payment/banking information.
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78	Schedule ZOOMwithMario every 3 to 6 years and on special events (getting married, new baby, new house, refinancing, etc.)
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80	Please contact Mario for a Free Review & Evaluation.					We appreciate your feedback.
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82	Client Engagement Letter					Advisor Disclosure & Privacy Statement
83	E&OE
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