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Insurance Questions 


Do you need Life, Disability or Business Overhead insurance?


Important questions to ask yourself:

Do you have children or other dependents?

How dependent are you on your income and do you have a contingency plan if you are unable to earn income for an extended period of time?

Do you have major cash flow obligations such as a mortgage or business loans?


If you have a business are there key people involved that would be difficult to replace if they could no longer fufill their role?

Do you have provisions to be able to fund a buy/sell agreement if something happens to a business partner?

How much existing coverage do you have and is it enough?


Brendan Greenwood CFP, CIM, B.Comm

310-200 Ronson Drive

Toronto, ON M9W 5Z9 

Phone: 416-629-3423 

Fax: 416-999-5620


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