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More About This Title The Facts of Life: How to Build Wealth and ProtectYour Assets with Life Insurance 2nd Edition
English
Paul has advised hundreds of Canadian families and businesses on their life and group health insurance needs. He knows the insurance industry inside out, and he's put that knowledge to work in The Facts of Life, using his vast experience to guide Canadians through an increasingly complex market. His insider's knowledge will provide readers with the confidence they need to make informed decisions about life insurance. He lives in Toronto with his wife, Denise, and their sons, Fraser and Spencer.
Susan Goldberg is an award-winning freelance writer and editor, whose work has appeared in a variety of Canadian publications. She lives in Toronto.
English
Foreword by Gordon Pape.
Introduction.
Chapter 1: The Facts of Life.
Chapter 2: Mapmaker, Mapmaker, Make Me a Map: The Road to Sound Financial Planning.
Chapter 3: Life Goes On: Life Insurance 101.
Chapter 4: The Policy Paradigm: Term, Term-to-100, and Permanent Insurance.
Chapter 5: It's Universal: Life Insurance for the Next Generation.
Chapter 6: Life Insurance for the Living: Disability Insurance, Critical Illness Insurance, and Living Benefits.
Chapter 7: Business Basics: Life Insurance for the Tycoon in All of Us.
Chapter 8: In Trusts We Trust: Trusts and Life Insurance.
Chapter 9: Retiring in Style: Maximizing Retirement Wealth and Minimizing Taxes with Life Insurance.
Chapter 10: You Can't Take It with You: Joint Last to Die, Long-Term Care, Guaranteed Issue, and Planned Giving.
Chapter 11: Uncle Charles, Inc.
Appendix A: Needs Analysis.
Appendix B: For Further Research.
Index.
About the Authors.
English
— Gail Vaz-Oxlade, Author of A Woman of Independent Means
"The Facts of Life provides clear advice and information on life insurance for Canadians across the demographic spectrum, from young couples to baby boomers and their aging parents. Whether you're about to buy your first policy or have complex life insurance needs, you'll find yourself in this book."
— David Cork, Author of The Pig and the Python
"Just what the consumer needs: a clear and practical guide to how much and what type of life insurance you need— in plain language. Author Paul Grimes not only untangles this complex subject, but even manages to make it entertaining!"
— Normand Pépin, F.S.A., F.C.I.A., Executive Vice-President, Life Subsidiaries and Individual Insurance and Annuities, Industrial Alliance Insurance and Financial Services
"Paul has made the often complex subject of life insurance simple, readable, and fun."
— Jim Rogers, MBA, CFP, RFP, CHFC, Chairman, The Rogers Group Financial Advisors Ltd., Past Chairman, Canadian Association of Insurance and Financial Advisors
"A cornerstone work on one of the most important fields in personal finance today."
— Duff Young, CFA, and CEO, FundMonitor.com Corporation
"Books on financial planning aren't new, but when Certified Financial Planner professionals publish their considerable expertise, they elevate awareness and recognition of this growing profession to the benefit of all."
— Don Johnston, President, Financial Planners Standards Council
