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Jordan Gagner

Is it Time for your Insurance Audit? Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your portfolio reflects your current situation? If this is the case, this might be the ideal time to have an audit of your insurance policies. Circumstances can change over time and making sure your protection keeps pace is a worthwhile exercise. For many Canadians t...

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WIFFEN FINANCIAL SERVICES INC.

#202 10●●●●●●●5th St.

SU●●EY , B.C., V3T 4C3

CA

1.60●●●●5171
jo●●●●@familynet.bc.ca

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WIFFEN FINANCIAL SERVICES INC.

WIFFEN FINANCIAL SERVICES INC.

#202 10●●●●●●●5th St.

SU●●EY , B.C., V3T 4C3

CA

1.60●●●●5171
jo●●●●@wiffen.com

View this contact

WIFFEN FINANCIAL SERVICES INC.

WIFFEN FINANCIAL SERVICES INC.

#202 10●●●●●●●5th St.

SU●●EY , B.C., V3T 4C3

CA

1.60●●●●5171
jo●●●●@wiffen.com

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Jordan Gagner | wiffen.com Reviews
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Is it Time for your Insurance Audit? Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your portfolio reflects your current situation? If this is the case, this might be the ideal time to have an audit of your insurance policies. Circumstances can change over time and making sure your protection keeps pace is a worthwhile exercise. For many Canadians t...
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Jordan Gagner | wiffen.com Reviews

https://wiffen.com

Is it Time for your Insurance Audit? Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your portfolio reflects your current situation? If this is the case, this might be the ideal time to have an audit of your insurance policies. Circumstances can change over time and making sure your protection keeps pace is a worthwhile exercise. For many Canadians t...

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wiffen.com wiffen.com
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About Jordan | Jordan Gagner

http://wiffen.com/meet-jordan

Jordan Gagner, CFP CLU MBA DAD. This information is designed to educate and inform you of financial strategies and products currently available. As each individual's circumstances differ, it is important to review the suitability of these concepts for your particular needs with a Qualified Financial Advisor.

2

Pay Attention to Your Beneficiary Designation | Jordan Gagner

http://wiffen.com/blog/2015/03/20/pay-attention-to-your-beneficiary-designation

March 20, 2015. Pay Attention to Your Beneficiary Designation. It’s more important than you think. Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Estate the default choice. The proceeds will be subjected to probate fees and the benefits received will be co-mingled with all the other estate assets which may be exposed to various third parties. What’s in a name? Note that the preferred beneficiary status ...

3

Is it Time for your Insurance Audit? | Jordan Gagner

http://wiffen.com/blog/2015/07/18/is-it-time-for-your-insurance-audit

July 18, 2015. Is it Time for your Insurance Audit? Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your portfolio reflects your current situation? If this is the case, this might be the ideal time to have an audit of your insurance policies. Circumstances can change over time and making sure your protection keeps pace is a worthwhile exercise. Has t...

4

Family Business Planning Strategies | Jordan Gagner

http://wiffen.com/blog/2015/06/16/family-business-planning-strategies

June 16, 2015. Family Business Planning Strategies. 67% are at Risk of Succession Failure. If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good. This has not changed over the years. Statistics show a failure rate of:. 67% of businesses fail to succeed into the second generation. 90% fail by the third generation. Happen and what can you do to prevent it? Sometimes an appropriate family successor is not readily identifi...

5

Corporate Insurance | Jordan Gagner

http://wiffen.com/blog/category/corporateinsurance

Posts from the ‘Corporate Insurance’ Category. The Clock is Ticking! Don’t Put Off Your Decision to Buy Life Insurance. 2016 is an opportune year to buy life insurance. New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not perform as well as they do currently. How will this impact your existing and future policies? Shared Ownership Critical Illness. Recently there has been growing interest in applying this strategy to a Critical Illne...

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Is it Time for your Insurance Audit? Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your portfolio reflects your current situation? If this is the case, this might be the ideal time to have an audit of your insurance policies. Circumstances can change over time and making sure your protection keeps pace is a worthwhile exercise. For many Canadians t...

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