Sample-SmithJohnMary-InsuranceInfo-2021.xlsx

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2	Date: March 15, 2023			(Sample) Insurance Summary for Mary and John Smith
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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)
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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
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13		Will and Power of Attorney
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15	Mary	names of Trustee/Guardian: Trustee - Anthony Brown-brother						my Will and PofA updated on: July 15, 2019
16	John	names of Trustee/Guardian: Trustee - Anna Smith-mother						my Will and PofA updated on: July 15, 2019
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18		Life Insurance for Children
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20	Joyce	400576994	Equitable	WL-20Pay	1-Jan-18	$100,000	$1,316.00	(A)
21	Dylan	400567993	Equitable	WL-20Pay	1-Jan-18	$100,000	$1,378.00	(A)
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23		Life Insurance for Parents
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25	Mrs. mom			WL-100Pay	option	$50,000	$225.00
26	Mr. dad			WL-100Pay	option	$50,000	$315.00
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28		Critical Illness Insurance (T10, T20, T75, T100, Children Rider)
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30	Mary	FA0155568L	Empire Life	Term20	1-Jan-14	$150,000	$110.00
31	John	FA0155567L	Empire Life	Term20	1-Jan-14	$150,000	$115.00
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33		Disability Insurance - Income Replacement (Individual or Group; BOE)
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35	Mary	1243365	EDGE Benefits	Ind	2011	$4,300	$39.60	24h Injury; WP30; BP5; $10,000 AMTB
36	Mary	rider	EDGE Benefits	BOE	1-Jan-14	$2,500	$12.55	24h Injury; WP30; BP24;
37	Mary	rider	EDGE Benefits	LPE	1-Jun-19	$300,000	$12.00	24h Injury; WP5; Lump-sum
38	John	87634355	Canada Life	Grp-wrk	2010	$4,100	payroll ded.	24h Injury&Illness; 66%; WP120; BP65;
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40		Dental Medical (Individual, Group, Health Spending Account (HSA))
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42	Mary	1243365	myHSA	HSA	2011			family coverage - top-up
43	John	87634355	Great-West Life	Grp-wrk	2010		payroll ded.	family coverage
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45		Mortgage Insurance (Private or Bank)
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47	Mary&John		Scotia Bank	Private	1-Jan-19	$530,000		mortgage protected with life insurance
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50	Name	Policy #	Ins. Company	Type	Issued	Amount	Payment	Notes
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52		Business Insurance
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56		Investments (RRSP, RESP, Seg.Funds, Mut.Funds, Stock etc)
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60		Home Insurance
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64		Car Insurance
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68		Long Term Care
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73	Make sure your insurance is up to date:
74	the amount of insurance, type of insurance, beneficiaries (primary, contingent, trustees), mailing address, payment/banking information.
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76	Schedule ZOOMwithMario every 3 to 6 years and on special events (getting married, new baby, new house, refinancing, etc.)
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78	Please contact Mario for a Free Review & Evaluation.					We appreciate your feedback.
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80	Client Engagement Letter					Advisor Disclosure & Privacy Statement
81	E&OE
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