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Blog Kelowna Insurance & Risk Management
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Many of our clients either have disabled children or member of their family. We also know that one in three 20 year olds today will face some sort of disability temporarily or permanent by the time they reach 65, so it is important that we protect their biggest asset. The ability to protect their income over a lifetime.
Insurance is the key component to Risk Management, and protecting your wealth, health, and estate.
Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions for your family.
We believe that all clients are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed.
Many of our clients either have disabled children or member of their family. We also know that one in three 20 year olds today will face some sort of disability temporarily or permanent by the time they reach 65, so it is important that we protect their biggest asset. The ability to protect their income over a lifetime.
Insurance is the key component to Risk Management, and protecting your wealth, health, and estate.
Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions for your family.
We believe that all clients are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed. Click any of the icons on either side to start the applicable process.
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Term Life Insurance
When you reach the end of your term life insurance, you have the option to renew the policy up to a certain age, depending on the particular insurance product you have.
Permanent Insurance
Permanent insurance provides lifelong protection, and the ability to accumulate cash value on a tax-deferred basis. Unlike term insurance, a permanent insurance policy will remain in force for as long as you continue to pay your premiums.
Disability Insurance
Disability insurance coverage helps protect your ability to earn income, by providing an ongoing monthly income if you ever suffered a disability and couldn’t work.
Critical Illness Insurance
If you’re diagnosed with a critical illness or condition that’s covered in your policy, you’ll receive a tax-free lump sum to use in any way you wish.
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Long Term Care
Long-term care insurance help you access the healthcare you need, so you can maintain your independence and quality of life during retirement.
Individual Medical Benefits
Our plans can help you pay for many common medical expenses that aren’t covered – or only partially covered – by government health insurance plans.
Group Medical Benefits
Offers ‘strength in numbers’ by giving your employees cost-effective access to a range of healthcare coverage and retirement savings benefits.
Term Life Insurance
When you reach the end of your term life insurance, you have the option to renew the policy up to a certain age, depending on the particular insurance product you have.
Permanent Insurance
Permanent insurance provides lifelong protection, and the ability to accumulate cash value on a tax-deferred basis. Unlike term insurance, a permanent insurance policy will remain in force for as long as you continue to pay your premiums.
Disability Insurance
Disability insurance coverage helps protect your ability to earn income, by providing an ongoing monthly income if you ever suffered a disability and couldn’t work.
Critical Illness Insurance
If you’re diagnosed with a critical illness or condition that’s covered in your policy, you’ll receive a tax-free lump sum to use in any way you wish.
Long Term Care
Long-term care insurance help you access the healthcare you need, so you can maintain your independence and quality of life during retirement.
Individual Medical Benefits
Our plans can help you pay for many common medical expenses that aren’t covered – or only partially covered – by government health insurance plans.
Group Medical Benefits
Offers ‘strength in numbers’ by giving your employees cost-effective access to a range of healthcare coverage and retirement savings benefits.
An amazing group of professionals that has your best interests at heart. William Peters is truly a master of his craft and PWM is best in class when it comes to personal wealth, succession planning, tax planning, and risk management. Thank you for all that you do!
I am very pleased with Peters Wealth Management. William Peters genuinely cares about people. He has years of experience investing. He actually listens to my concerns and gives recommendations based on my goals. I receive regular reports and personal phone calls. If you are tired of the banks not caring about you or your investments, I would highly recommend giving William Peters a try.
Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.
We look forward to working with you to help you achieve your lifelong financial goals.
I have known William for many years. Gives great personal service and goes out of his way to help you with any personal issues that might arise in your life – positive or negative! Always stays in touch and goes that extra mile! I have recently switched to Williams’ new company and they absorbed my transfer fees for me! This was very much appreciated. Keep up your great service Will! 🤗
A strong team that will help you reach your goals. I’ve worked with William and his team for the last few years and I feel confident that our financial plan is the best for my family. He’s always just a phone call or email away!
