Libby Znaimer is joined by Mark Halpern, CEO of WEALTHinsurance.com, a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor-Philanthropy.
The ongoing COVID-19 health crisis has forced Canadians to change their life plans. For most of us, staying at home and socially distancing from others has become the new daily routine. The global economy has also certainly taken an ugly hit as well and it has forced many businesses to shutter their offices. To make matters worse, those retirement savings we spent so many years accumulating are now shrinking. We’ve come to a point, where we are being forced to confront a new normal, and as Mark puts it, “This is the time for people to look at their defense. This includes ensuring that you have an up to date will and powers of attorney, your life insurance is in order, and your family knows where to find all this information”.
For essential information and resources on the overall planning of your estate and to connect with Mark Halpern and his team, visit WEALTHinsurance.com