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Life insurance agents

Protection needs, worked out with the client in the meeting

Calculate life, disability and critical illness needs with the client's own figures, on the screen you share with them. Reports describe the need; they don't recommend a product or an insurer.

Tools for this practice

Family Guardian
Calculate your life insurance coverage gap
Free
Disability Income Gap
Model disability income protection scenarios
Pro
Critical Illness Gap
Identify your critical illness coverage shortfall
Pro
Mortgage Insurance
Compare bank creditor insurance vs individual term life
Free
Income Interruption
Stress-test your finances if income stops
Free
Job Change Benefits
Compare total compensation between job offers
Pro
Self-Employed Gap
Protection an employer would provide that a self-employed person must fund
Pro
EI / Maternity Window
EI maternity and parental income, and RRSP timing around leave
Pro

See all 38 tools →

Guided flows that fit

  • Family Protection — 4 steps
  • Home & Mortgage — 3 steps
  • Job Change — 3 steps

Which plan fits

Most protection tools are on Pro. Family Guardian, Mortgage Insurance, Income Interruption and Cost of Spending are on the Free plan.

  • Free · $0
  • Pro · $59 CAD/month or $588 CAD/year
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Free plan — no credit card · Paid plans start with a 14-day free trial on your first subscription · Cancel any time

Pages for other advisors

CFP and QAFP financial planners · Advisors who serve business owners (CLU and others)

For educational purposes only. Not regulated financial or insurance advice.