Success by Design

Annual Firehall visit for this guys Birthday!

Wishing everyone a Happy Holiday Season surrounded by the Love of Family and Friends!
From the Mehtas!

Spent the last few days enjoying time with family while expanding our business in BC!

The huge smiles explain our relationship with this amazing guy! We are so grateful and appreciative of the support and mentorship from our friend, and the founder of

A quick look at the financial burden of cancer.
Critical illnesses can be detrimental to the finances of a family. Despite being privileged in Canada with paid healthcare many expenses are overlooked. Are you protected against these expenses?
Learn more about critical illness insurance

Are you looking for a way to protect yourself and your family?

Life insurance is an important financial tool that can help provide security for your loved ones.

It’s designed to pay out a lump sum of money upon the death of the insured, which can be used by your beneficiaries to cover funeral costs, outstanding debts, or other expenses.

If you were to die prematurely, your family could be left without your income in addition to being without you. Your current savings might not be enough to take care of them.

You’ll never regret protecting those who depend on you and ensuring they will always be able to pay their bills and take care of themselves if something were to happen to you.

The peace of mind alone makes it worth it!

We celebrated a record breaking quarter this morning with a fantastic team event full of learning, laughs and a lot of love!
So blessed to be part of an industry where we get to celebrate the impact we make for the families we help. Truly blessed 🙌

True friendship isn't about being inseparable it's being separated and nothing changes. Nothing in life can replace close friendships. This truly defines our friendship with this gorgeous couple. So blessed to be able to spend time today with our great friends after 7 years!
Hold those you treasure close to your heart always 💗

Let's begin critical illness talking about men's health.
Do you know anyone affected by heart disease, cancer, diabetes?

Do you reflect on your past to plan your future?
This giggly child went through many peaks and valleys in younger years facing several adversities. But if it weren't for each of those difficult situations, this woman today would not be here.
Instead of letting our experiences hinder and cause roadblocks, learnt to help them be the fuel to your fire.
Do you recognize this little girl?

Insurance cost is parallel to age and health status. Those that understand this concept understand the advantages of insuring young children as well.
Does it not make sense to lock in extremely low insurance costs at a young age? This can reduce the affordability factor of life insurance later in life.

Now that you have determined the need for life insurance and amount of coverage (refer to previous posts), the next step is to determine what type of insurance.
The two basic types are Term and Permanent.
In simplest terms- term insurance covers for a set number of years and permanent covers for entire lifetime.
Both are great products and typically clients need a combination of both to cover different needs. For example- term insurance for a mortgage and permanent for final expenses.
Stay tuned as we go more in depth on this concept!
DM for any questions