The Role of Insurance in a Comprehensive Financial Plan

Life is unpredictable, but your financial future doesn’t have to be. Insurance is more than a safety net — it’s a foundational tool that protects the people and goals you care most about.

At Fridal Financial, we view insurance as a key component of a well-structured financial plan. Whether you're building wealth, raising a family, or planning your estate, the right insurance strategy brings long-term security and peace of mind.

Why Insurance Deserves a Place in Your Plan

A strong insurance strategy can help:

• Provide income replacement in the event of death or disability

• Protect your estate from unnecessary tax or legal costs

• Cover final expenses and outstanding debts

• Support business continuity and succession

• Accumulate cash value that can be accessed later in life (permanent insurance)

Learn More from CLHIA

To explore how life insurance works and why it’s important, the Canadian Life and Health Insurance Association offers a helpful guide:

Read the full guide here: A Guide to Life Insurance – CLHIA

Let’s Ensure You’re Covered

If you’re unsure whether your current insurance coverage aligns with your goals, let’s review it together. We’ll ensure your protection is built to last.

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