Asset Protection – critical illness insurance

You've worked hard, made it a priority to save for the future and relied on the expertise of your advisor to help develop a sound financial plan. When it comes to retirement, you'll want to enjoy it on your own terms. But what would happen to your savings if you were diagnosed with a critical illness?

Critical illness insurance can help protect your financial plan from the impact of a serious illness. By redirecting a portion of the funds you planned to save, you can purchase critical illness insurance to help provide this protection.                                                

Who to consider 

  • Those building assets to fund retirement
  • When retirement goals include lifestyle spending
  • Ages 35 -55

Material for your client

Tools