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Who is Zavitz Insurance

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Who is Zavitz Insurance? 1504-148 Fullarton Street, London, ON N6A 5P3 ... Over 25 years experience serving the dental and medical community. Brokers ... – PowerPoint PPT presentation

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Title: Who is Zavitz Insurance


1
Who is Zavitz Insurance?
1504-148 Fullarton Street, London, ON N6A 5P3
Phone (519) 667-0116 Fax (519) 667-0135
2
Zavitz 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

3
Zavitz 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

4
Contact Info
  • justine_at_zavitzinsurance.com
  • 519-667-0116
  • 1-888-347-2437
  • www.zavitzinsurance.com

5
Tips for Financial Success
6
Tip 1
Develop your own financial goals
  • Set goals
  • Be SMART
  • Determine your risk tolerance
  • Dont follow the crowd

7
Tip 2
Develop a budget and pay yourself first
8
Tip 3
Self employed vs. employee... know the differences
  • Flexibility vs. Security
  • No Benefits vs. Benefits

9
Tip 4
Risk management is vital
  • Disability Insurance
  • Life Insurance
  • Critical Illness Insurance
  • Home/Tenant
  • Auto

10
Probability of Becoming Disabled for at Least 90
Days
Probability by
Age
11
Average Duration of Such Disabilities
Duration By of Years
Age
12
Tip 4
Risk management is vital
  • Disability Insurance
  • Life Insurance
  • Critical Illness Insurance
  • Home/Tenant
  • Auto

13
Tip 5
Think about retirement early
  • Dont outlive your money

14
Tip 6
Find good advisors and work with them!
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18
Tip 7
Be inquisitive
  • If it sounds to good to be true,
  • it probably is...just ask!

19
Your Greatest Asset is in the Palm of Your Hand
20
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