SG Wealth Wisdom September 2024

Hello!

What a whirlwind September has been! As I start prepping for the winter months, I’m excited to share some of the incredible experiences and learning opportunities I’ve had this month.

One of the highlights was attending the Canada Life Conference in Los Angeles from September 23-26, 2024. A real highlight was doing a tour of the iconic Beverly Hills Hotel, which was such a memorable experience! It was an amazing few days filled with insightful sessions, networking, and inspiration. From David Stewart’s talk on "The Value of Advice" to Molly Bloom’s keynote on resilience and success, I’ve walked away with so much valuable knowledge. After such a fulfilling experience, I feel completely recharged and ready to bring these learnings into my work!

Earlier this month, I also had the pleasure of attending the HUB X Canada Life Day event at the Canada Life building in downtown Toronto. It was such a rewarding day, full of learning and connection. I had the chance to meet some of the incredible team members who are the backbone of my business, including Lynn Giles, Michael Stinchcombe, Sandra Napoletano, Sylvie Schmaus, and Ladelle Baar.

The event was packed with insights into advanced underwriting, financial strategies, and client experience, and it wrapped up with a fantastic dinner at Black + Blue Steakhouse—a perfect way to end the day!

With all of this inspiration and fresh ideas, I’m feeling energized and excited to implement what I’ve learned. Here’s to a productive and successful fall season ahead!

Warm regards,

Whole Life Insurance for Business Owners in Canada - SG Wealth

Business owners should know that whole life insurance benefits employees, their families, and the business. These tiers of satisfaction and emotional care lead to a stronger work ethic and easier recovery, and they are usually less expensive than most business owners believe.

In this episode, I sit down with Vanessa Scott, a Living Benefits Specialist at Manulife with over 20 years of experience in protecting individuals and businesses in the face of health challenges. We dive into the world of living benefits and why they are essential, especially for business owners and self-employed professionals. Vanessa breaks down the difference between living and death benefits, the importance of critical illness protection, and how to decide whether to own it personally or through your business. Plus, she introduces the concept of the "Invisible Employee."

WATCH FULL PODCAST EPISODE

In this episode, I’m thrilled to sit down with Zainab, Regional Vice President for Ontario at Canada Protection Plan, a Foresters Financial Company. We dive into the current situation for small business owners and self-employed professionals in Canada, exploring the key challenges they face and how life insurance can be a strategic tool for their financial planning. We also discuss the role of the Capital Dividend Account (CDA) when buying life insurance and examine the options available for those who aren’t insurable. Tune in to learn expert strategies and solutions tailored for business owners and entrepreneurs—you won’t want to miss it!

WATCH FULL PODCAST EPISODE