What is "probate"?

Here's a short video that provides an excellent explanation of the term 'probate,' and its potential impact on your estate planning. If you'd like more information after viewing the video, please don't hesitate to contact us.

The annuity settlement option

This short video explains how an annuity can be an effective settlement option for the death benefit of a life insurance policy. If you have any questions after viewing the video, please feel free to contact us.

Naming a beneficiary

Naming a beneficiary on an insurance policy or a segregated fund contract has a number of benefits related to estate planning. Watch this short video to learn more, and feel free to contact us if you have any questions after watching it.