I will be preparing a newsletter addressing topics of interest relating to life insurance and living benefits (disability, critical illness, long-term care, travel, medical/dental). If you have a specific item or question you would like me to consider, please let me know right away by email or through the Contacts page.
Antony (Tony) Ratcliffe
Ratcliffe Wealth & Risk Management
info@RatcliffeWealth.com
As many know, I have been in Vancouver and Whistler for a couple of months. I am now back, and I look forward to organizing my photo memories to share.
This is the final month before the RRSP deadline, March 1, to make a contribution for the 2009 tax year. Please talk to me about options I can offer. On the minds of many, though, are the escapes to warmer climates. It is esential that you have travel insurance, and I welcome the opportunity to discuss options. In this next couple of weeks, I hope to buy coffee and meet with a number of soon to be vacationers.
Another focus for me will be group plans for owners and employees. There are a range of solutions to incorporate the Living Benefits into a package. Whether you have a current plan or not, let’s talk!
Reflections on Wealth Blog Tony Ratcliffe, MDE, Blog