Insight Planning Group | Products & Services

By: Insight Planning Group  09-12-2011
Keywords: Insurance, Life Insurance, Financial Planning


For financial planning clients, we review all major areas of financial planning, including, but not limited to:

  • Goal setting and decision making
  • Net worth review and analysis
  • Retirement planning
  • Income tax projections and planning
  • Cash flow projections
  • Estate tax planning
  • Survivor needs analysis
  • Investment analysis and recommendations
  • College education planning


Individual Life Insurance

  • Term insurance
  • Participating insurance
  • Universal life insurance

Business Insurance

If you own a business, there are a number of reasons to buy insurance. IPG can work with you to identify your needs such as:

  • Key person
  • Business continuation
  • Group insurance
  • Group retirement plans
  • Private Health Services Plans

Disability Insurance

IPG offers you access to competitive disability insurance products to protect your most valuable asset - your ability to earn an income.

These products have been developed with the diverse needs of business owners, professionals, executives and employees in mind.

Critical Illness Insurance

Critical illness insurance can provide you with a one-time lump-sum benefit to help cover additional expenses often associated with a critical condition such as:

  • Timely treatment outside Canada
  • Nursing or domestic help
  • A recovery vacation or modifications to a home or office

This product is designed to complement disability and life insurance protection.

Health & Dental Insurance

Ensuring that your family's health care needs are met today and in the future is probably foremost on your mind. However, putting a plan into place to make that happen isn't always easy.

We provide a health and dental benefit plan designed for individuals and families who are looking for enhanced health care protection for expenses not covered by your provincial health plan.

Segregated Funds

Segregated funds offer many benefits to help you reach your retirement and investment goals.

Alternative Investment Choices

Add a layer of stability to your portfolio during uncertain times with market neutral/asset-backed investments such as:

  • Cash flow Investments
  • Real Estate Trusts
  • Mortgage Investment Corps
  • Flow Through Funds

Keywords: Financial Planning, Income Tax Projections, Insurance, Life Insurance, Segregated Funds,