jcda
CDSPI Reports
❑ Re-examine Your Need for
Life Insurance
Term life insurance is generally
designed to protect your family’s lifestyle. However, as you approach retirement, you may want to convert a portion or all of your term coverage to a
permanent life insurance plan, which
can be used for estate planning purposes, such as covering estate taxes
and/or creating a bequest for your
heirs.
❑ Review Your Estate Planning
Documents
Are your will, power of attorney and
insurance beneficiary designations up
to date? Does a trusted person know
where to locate these documents?
ca
ESSENTIAL DENTAL KNOWLEDGE
Published by
The Canadian Dental Association
Of course, financial planning is just
one component of the many issues you