April 15, 2020
I hope that you are keeping safe and well during these stressful times. Keeping isolated is the way we are going to beat this virus! I hope you are all finding ways to make this a positive experience and that you are getting to spend extra time with your families and/or catching up with your reading or taking some online courses.
If you are a medical professional, first responder, or providing an essential service, we all thank you for what you are doing and wish you well.
During this time, I want you to know that I am available to discuss any concerns that may have regarding your estate or insurance planning. Although I am working totally from my home office, I can connect with you by phone or video conferencing. Fortunately, insurance companies have modified their procedures and requirements to assist in providing new coverage. If you think that you or a loved one is not adequately insured, I can assist with that through safe, online discussion.
This may also be the time you may wish to review your current plans, or you may want to discuss what affect this pandemic may have on your life insurance portfolio. If you are concerned about upcoming premiums that you may have a problem paying due to the current situation, please contact me to see if your insurance provider has a plan in place to defer premiums.
Below are some helpful links to provide relevant information that may be helpful to you:
I wish you and your families good health.
Please stay safe!
Jack is a graduate of the Family Enterprise Advisor Program given by the Sauder School of Business at UBC. He has lectured extensively to professional groups including the B.C. Institute of Chartered Accountants, as well as individual accounting and legal firms. He is co-author of, and has been instructor for, both the introductory and advanced life insurance courses for the Canadian Institute of Chartered Accountants. He often is called upon to provide expert opinion or testimony in legal disputes involving life insurance or advisor conduct.