Title: Who is Zavitz Insurance
1Who is Zavitz Insurance?
1504-148 Fullarton Street, London, ON N6A 5P3
Phone (519) 667-0116 Fax (519) 667-0135
2Zavitz Insurance Inc.
- Insurance professionals in Living Benefits, Life
and Employee Benefits - Specializing in disability, critical illness and
long term care - Over 25 years experience serving the dental and
medical community - Brokers
- Represent all major carriers
3Zavitz Insurance Inc.
- Licensed in ON, BC, AB, MB, NB and NS
- Affiliations with companies across Canada
- Structured claims management process with
extensive experience handling disability claims
4Contact Info
- justine_at_zavitzinsurance.com
- 519-667-0116
- 1-888-347-2437
- www.zavitzinsurance.com
5Tips for Financial Success
6Tip 1
Develop your own financial goals
- Set goals
- Be SMART
- Determine your risk tolerance
- Dont follow the crowd
7Tip 2
Develop a budget and pay yourself first
8Tip 3
Self employed vs. employee... know the differences
- Flexibility vs. Security
- No Benefits vs. Benefits
9Tip 4
Risk management is vital
- Disability Insurance
- Life Insurance
- Critical Illness Insurance
- Home/Tenant
- Auto
10Probability of Becoming Disabled for at Least 90
Days
Probability by
Age
11Average Duration of Such Disabilities
Duration By of Years
Age
12Tip 4
Risk management is vital
- Disability Insurance
- Life Insurance
- Critical Illness Insurance
- Home/Tenant
- Auto
13Tip 5
Think about retirement early
14Tip 6
Find good advisors and work with them!
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18Tip 7
Be inquisitive
- If it sounds to good to be true,
- it probably is...just ask!
19Your Greatest Asset is in the Palm of Your Hand
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