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Insurance

Insurance is part of the foundation of a complete financial security plan. It helps protect you and your family in the event of death, a disability or critical illness. While you're still living, some life insurance policies can build tax-advantaged cash value which can be drawn upon1 to help you achieve goals, such as buying a house or retiring comfortably.

To help meet your financial security planning needs, we have access to a broad range of insurance products. These products are designed to meet the diverse needs of individuals, families, professionals, executives, business owners and employees, including the needs of part-time and seasonal workers.

  • Life insurance
  • Disability insurance
  • Critical illness insurance
  • Health and dental insurance

1If the accumulation stays within prescribed limits, the cash value is only subject to income tax when it’s withdrawn.

Products and Services

  • Products and Services
  • Insurance
    • Life insurance
    • Disability insurance
    • Critical illness insurance
    • Health and dental insurance
  • Retirement and Investment Plans
  • Retirement & Investment Products
  • Group benefits
  • Group retirement and savings plans
Suite #268, 150 Chippewa Rd.
Sherwood Park, Alberta
T8A 6A2 Canada

  •  Tel: 780-439-3610
  •  Toll Free: 1-888-598-4354
  •  Fax: 780-570-8926
  •  brad@monetaplanning.com
   

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