LFG Personal Financial Security Check Up

1. Do you have a personal financial plan based on your family’s values and goals that is reviewed at least annually to ensure that it is meeting your objectives?



2. Have you established specific investment goals by determining at what age you want to retire and what income you will need to support the lifestyle you desire?



3. Do you regularly review your investments and evaluate how well they are meeting your objectives?



4. Are you and your family prepared if your paycheque suddenly stops because you are too sick or injured to work for months or even years?



5. Do you know what would happen to your family’s lifestyle, dreams and aspirations in the event of your untimely death, disability or critical illness?



6. Do you know exactly what your group benefits plan would provide for your family in the event of an illness, disability or death?



7. Have you planned for the rising costs of education?



8. Does your retirement plan provide an income from the assets you accumulated in the most tax effective manner?



9. Have you planned for the legacy and inheritance you would like to leave for family, friends or charities?



10. Are you fully aware of what government benefits are available in the event of death, disability or retirement?

If you answered “no” to even one of these questions...