Welcome to our Insurance Tools page! Here, you’ll find a variety of resources designed to help you make informed decisions about your insurance needs. Our tools simplify the process of managing your policies, calculating premiums, and selecting the best coverage for your unique situation.
This helps us understand one's financial needs
Step by Step, Easy to use
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.
This helps us understand one's financial needs
Step by Step, Easy to use
Welcome to our Insurance Tools page, where you’ll find a comprehensive suite of resources designed to simplify your insurance decision-making process. Our goal is to provide you with the tools you need to manage your policies, calculate premiums, and find the best coverage options effortlessly. Each tool is designed to offer clarity and support, ensuring you have the information necessary to secure your financial future.
Explore the sections below to discover a variety of calculators, coverage finders, policy management tools, and comparison features. Whether you’re looking for life, health, auto, or home insurance, our tools are here to help you make informed decisions with confidence.
To get started, simply click on any of the buttons surrounding this section. Each button is an active link that will take you directly to the specific tool or resource you need. Begin your journey to better insurance management and coverage selection today!
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.
Learn More
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!
250 718 3030
Blog 
