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Life Long Planning Group Ltd.

Life Long Planning Group Ltd
1350 Fisher St, Suite 109
North Bay ON P1B 2H1

Phone: 705-472-7790
Fax: 705-494-7845

adam.underwood@f55f.com
kelly.mcquoid@f55f.com

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Life Long Planning Group Ltd.

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    • The Four Cornerstones Of Financial Security Planning
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  1. Home
  2. How We Work
  3. Life Stages

Life Stages

Your needs as an individual or business owner shift depending on your stage of life. We’ll consider the following when developing your financial security:

Early Career

  • Your most valuable asset is your ability to earn an income. Choosing the right combination of life and disability insurance products can help protect this income.
  • If you have a mortgage or other large loan, term life insurance, disability insurance or critical illness insurance offers cost-effective ways to cover outstanding debt if you die, become disabled or suffer critical illness.
  • If your employer doesn’t offer a group benefits plan, investing in additional health and dental insurance coverage may be one option to provide you with this protection.

Family

  • Once you have children, your needs change – it's a good time to review your financial security plan.
  • Plan for your children’s future through registered education saving plans (RESPs) and a low-cost life insurance policy they can build on later.

Business Owner

  • If you own your own business, insurance can help cover outstanding business loans or mortgages if you die or suffer from critical illness.
  • A health and dental insurance plan may be tax-deductible as a business expense.
  • People are a key resource for your business, and so we offer a variety of group insurance options.

Retirement

  • If you’re aged 50 or older, chances are you’ve either already retired or are thinking of retiring. Insurance can help supplement your retirement income, and help you leave a tax-free legacy.
  • If your benefits end when you retire, we offer additional health and dental insurance coverage.

Products & Services

For Businesses

  • Protecting your business
  • Protecting your employees
  • Solutions Banking

For Individuals and Families

  • Investment products
  • Insurance products

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Contact info

North Bay Location
1350 Fisher St, Suite 109
North Bay, ON
P1B 2H1 CA

Office: (705) 472-7790
Adam: Ext. 4287, Kelly: Ext. 4245
Fax: (705) 494-7845

Email: adam.underwood@f55f.com
Email: kelly.mcquoid@f55f.com

Timmins Location
273 Third Ave., Suite 205,
Timmins, ON
P4N 1E2 CA

Office: (705) 531-5555, Ext. 5551
Fax: (705) 531-0055

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Representing Freedom 55 Financial, a division of London Life Insurance Company

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