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Frequently asked questions


What is an EFA

An EFA is our Expert Financial Analysis. With is tool we take a financial snapshot. In order to know how to get you where you want to go, we need to know where you are.  

Do I need Life Insurance

Here are some questions to consider:

  1. Dependents: Do you have dependents who rely on your income for financial support, such as a spouse, children, or aging parents?

  2. Financial obligations: Are there outstanding debts, such as a mortgage, student loans, or other loans, that would need to be paid off in the event of your death?

  3. Income replacement: Would your family face financial hardship if your income were no longer available to them?

  4. Final expenses: Have you considered the costs associated with funeral expenses, medical bills, and other end-of-life expenses?

  5. Legacy planning: Do you have specific financial goals, such as leaving an inheritance or charitable donations, that you would like to achieve after your passing?

  6. Employer-provided coverage: Does your employer offer life insurance coverage, and if so, is it sufficient to meet your needs?

  7. Future insurability: Are you concerned about potential health issues that could affect your ability to obtain life insurance in the future?

    If you answered yes to any of these questions, you should book a call with Sean to discuss your needs.