At Westoba, we believe that your life’s work is worth protecting. June 28th is National Insurance Awareness Day, and we want to shine a light on how our experienced insurance advisors help you do just that.
Many people think of insurance as something you only need when you buy a home or start a family, but the truth is, insurance is a powerful wealth preservation tool that fits into every stage of life. Whether you’re an individual or a business owner, insurance is about more than a death benefit or mortgage protection; it’s about ensuring your income sustainability, supporting your retirement, and creating a meaningful legacy.
Why Work With a Registered Westoba Insurance Advisor?
Our advisors are experts in life, critical illness, and disability insurance and they don’t work in isolation. Our advisors collaborate with other professionals like legal and tax advisors to help create a well-rounded financial plan.
Here’s what they can help you look at:
- Going beyond current debt and mortgages to ensure income sustainability if there’s a premature death illness or disability.
- Using insurance to modernize your retirement plan
- Seeing insurance as a now need, not just something for the future
- Including insurance as part of your overall wealth preservation strategy
How Insurance Supports Individuals and Businesses
For individuals, insurance can do much more than provided death benefit. It can supplement retirement income, enhance or equalize an estate, address blended family needs, act as a tax-advantaged investment solution, and help create a lasting family or community legacy.
For business owners, insurance plays a key role in financial strategy as well. It can provide tax shelter for savings, help alleviate business debt, and support business continuity planning for shareholders, ensuring the long-term health and sustainability of the business.
Let’s Work Together
This National Insurance Awareness Day, we invite you to connect with one of our Westoba insurance advisors to discover how insurance can protect what matters most, and help you plan confidently for the future.
Contact us today to book an appointment and learn more.
