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    INSURANCE EDUCATION

    Life Insurance That Actually Protects Your Family.

    Most Canadians are underinsured — or have the wrong type of coverage. Let's make sure your family is never left short.

    70%of Canadian families would face financial hardship within 3 months of losing the primary earner
    $500K+average coverage gap for Canadian families with children
    40%of Canadians have no life insurance at all
    FeatureTERM LIFE INSURANCE
    Pure Protection
    WHOLE LIFE INSURANCE
    Permanent Legacy
    Coverage periodSet term (e.g., 10, 20, 30 years)Lifelong (permanent)
    Premium costLower initially, increases upon renewalHigher initially, but locked in for life
    Cash valueNoneBuilds tax-advantaged cash value over time
    ComplexitySimple and straightforwardMore complex, can be used for estate planning
    Best forIncome replacement, mortgage protection, young familiesEstate planning, leaving a legacy, covering final expenses
    What happens at end of termCoverage expires unless renewed at a higher rateNever expires as long as premiums are paid
    Investment componentNoYes (dividends or cash value growth)

    Protection When Your Family Needs It Most.

    Life insurance pays a tax-free lump sum to your beneficiaries when you pass away. That money can replace your income, pay off the mortgage, cover debts, fund your children's education, and give your family time to grieve without financial pressure. The right policy means your family's life doesn't have to fall apart financially when it's already falling apart emotionally.

    What life insurance covers:

    • Mortgage and debt payoff
    • Income replacement (5-10+ years)
    • Children's education funding
    • Final expenses ($10,000-$15,000)
    • Business obligations
    • Estate planning and wealth transfer

    Term vs Permanent — Which Is Right for You?

    TERM INSURANCE

    Pure protection for a set period

    Best for: Income replacement, mortgage, while kids are dependent

    You pay a fixed premium for 10, 20, or 30 years. If you pass away during the term, your family receives the full death benefit tax-free. If the term expires, coverage ends — but many policies are renewable or convertible.

    Cost:Most affordable option — a healthy 35-year-old can get $500,000 of coverage for as little as $30-50/month
    Lowest cost
    Simple
    Flexible terms
    Expires
    No cash value
    PERMANENT INSURANCE

    Lifelong protection + tax-sheltered growth

    Best for: Estate planning, business owners, permanent needs, tax shelter

    Covers you for life — no expiry. Builds tax-sheltered cash value over time that you can access through policy loans. Used by high-income Canadians as a tax-efficient wealth tool.

    Cost:Higher premium — but premiums never increase and coverage never expires
    Never expires
    Builds cash value
    Tax shelter
    Higher cost

    Most families benefit from a combination: a larger term policy for immediate income replacement and mortgage protection, plus a smaller permanent policy for lifelong coverage and tax-sheltered growth. Sarah Lovett will show you exactly what combination makes sense for your budget and goals.

    The DIME Method — A Simple Starting Point

    D — DEBT

    Add up all debts — mortgage, car loans, credit cards, lines of credit. Your policy should cover these completely.

    I — INCOME

    Multiply your annual income by the number of years your family needs support. Most advisors recommend 10x annual income.

    M — MORTGAGE

    If not included in debt — add your full mortgage balance.

    E — EDUCATION

    Add estimated education costs for each child — typically $50,000-$100,000 per child.

    Formula: DIME Total minus existing coverage = your insurance gap

    Mistakes That Leave Families Unprotected

    RELYING ON GROUP BENEFITS

    Group coverage through your employer typically provides 1-2x salary — far less than the 10x most families need. And it disappears the moment you leave your job.

    INSURING ONLY THE BREADWINNER

    The stay-at-home parent provides childcare, household management, and emotional support worth $50,000-$100,000/year to replace. They need coverage too.

    WAITING UNTIL YOU'RE OLDER

    Every year you wait increases your premium and your risk of a health diagnosis that could make you uninsurable or significantly more expensive.

    BUYING MORTGAGE INSURANCE FROM THE BANK

    Bank mortgage insurance pays the bank — not your family. A personal life insurance policy pays your family, who can then choose to pay the mortgage or use the money differently.

    What Working With Sarah Lovett Looks Like

    1

    Free 30-minute consultation — we review your situation, dependents, debts, and goals

    2

    We calculate your exact coverage needs using our Life Insurance Needs Calculator

    3

    We compare quotes from WFG and other top Canadian carriers

    4

    We submit your application and walk you through the underwriting process

    Start With a Free Call →

    Access to Canada's Top Insurance Carriers

    As a licensed broker, Sarah Lovett compares multiple carriers to find the best coverage at the best price for your situation.

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    Frequently Asked Questions

    YOUR FAMILY DESERVES TO BE PROTECTED

    The right life insurance policy is the foundation of every financial plan. Book a free call and Sarah Lovett will calculate your exact needs, compare your options, and make sure your family is never left short.

    BOOK FREE REVIEW →
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    Hi there! I'm Anna, Sarah Lovett's virtual assistant. Ask me anything about insurance, savings, or government programs — or book a free call with Sarah right now.