Financial Planning

The Tax and Estate Planning strategy that we are looking at in this video is one of the most effective ways to pass your hard earned money to your heirs. It’s meant for money that is not needed in your daily life throughout retirement… Money you have set aside for your heirs, or maybe even a charity. When we look

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A great testimonial given from Johnston Meier Insurance in Langley BC about Travis Strain’s Practice

It seems that the public opinion out there is stating you need to run away from Europe… it’s going to implode. In the history of markets, when everyone is running out you should be running in. Put another way: “Be fearful when others are greedy and greedy when others are fearful.” It’s Warren Buffets way to fortunes… but you have to be patient. The next few years are not going to be smooth.

You break a bone in your daily life, whether it’s at work or when you are out playing, you go to the doctor and get an X-Ray. As long as that X-Ray shows that you have a broken bone, we send that to the insurance company and you get a set amount of money.

The markets over the last little bit have been very turbulent and a lot of people are asking what is going to happen? Although I can never say with certainty I’ll share a couple of things that the investment managers shared with me this week.

When you are shopping for life insurance, a lot of people are not aware of some very simple differences between term and permanent insurance. This two part video series is setup to shed some light on most important factors you need to be aware of before you make your purchase.

A Testimonial about Travis Strain and his financial planning practice based in Langley, BC.

Critical Illness is an insurance policy, where you protect yourself from 25 illnesses – including Heart Attack, Life Threatening Cancer, and Stroke. If you are diagnosed with those or one of the 22 other illnesses by a doctor, survive 30 days (for most illnesses)… you receive a lump sum of money. That’s IT! You can choose what you’d like to use that money for.

You’ve all heard me say many times that markets will go up and down, and the people who win are the ones who stay invested and have someone watching over their money.

Mortgage insurance is owned by the bank. It is put into place by the bank and is there to protect the banks balance sheet rather than your family. Each and every time you move or refinance your mortgage you must re-qualify medically for coverage and if you have had a change in health and now you don’t qualify, you are left without coverage. With individual life you own the policy and it follows you wherever you move… it’s not attached to your mortgage.