Insurance
Hope isn't a strategy— but coverage is.
Are you covered for life’s unexpected turns? Is your family’s future protected?
Discover More
Discover how insurance fits into the larger picture of your financial health.
Most insurance advisors aren’t also educated as CPAs, MBAs, financial planners and portfolio managers. Luckily for you, you get all of that in one place at MRG Wealth.
If the idea of insurance overwhelms you, we’re here for you to show you how best to integrate insurance into your overall wealth strategy. Manage your risks while being more effective with your money.
We’re here to help Calgarians find the right insurance based on their needs and through the different phases of their lives.
Our offerings include:
Life
Financial protection for unexpected death and tax strategies for tax sheltered investment growth. Ensure your loved ones will be taken care of in the unlikely event of your death. Your life insurance may even reward you with benefits for living a healthy lifestyle.
Disability
Financial protection for unexpected loss of income due to health or accident. As careful as we are, bad things can happen to anyone.
A 35-year old has a 50% chance of a disability lasting 90 days or longer.12 The odds of a long-term disability are far higher than the odds of death and, if that happens, we want to ensure you are financially prepared.
Critical Illness
Financial protection for unexpected critical illness with opportunity to get 100% refunded back if you don’t use it. Critical illness, like cancer, is something we can’t predict.
Approximately 40% of men and women will be diagnosed with cancer at some point during their lifetimes.13 Make sure you’re prepared in the case of a long absence from the workforce.
Insured Retirement Program
47% of Canadians who are currently working believe they are at risk of outliving their retirement savings.11 This program uses a permanent life insurance policy to provide you with insurance protection plus access to tax-free cash during your retirement years.
Travel
Financial protection for unexpected issues while traveling. Apply directly for travel insurance:
Health & Dental
Financial coverage to help pay for items provincial healthcare plans don’t cover like medical, dental, etc Apply directly for health and dental insurance:
Our Checklist
How to determine the right insurance for you.
There’s so much to consider when buying insurance. We’ve put together a checklist to make it simple for you.
The right advisor
Ensure you find an advisor you feel comfortable with and trust. Your advisor should be knowledgeable, understand how to assess all your insurance needs and be committed to reviewing your needs on a regular basis in the years ahead.
The right type
There are various types of insurance to choose from. Your advisor should help you review your options and recommend a plan to ensure proper financial protection.
The right amount
In our assessment, we can help you determine the best amount of insurance for your goals.
The right price
The price you pay for your insurance must fit comfortably within your budget and mitigate any potential risk in your financial future. We’ll work with you to ensure your premiums are the right price.
The right insurer
All insurance companies may seem the same, but that’s where we can help. We’ll help you choose a well-established, financially secure company.