Articles of Interest - Levine Financial Group

Feel free to browse through our library of articles for information on mutual funds, investments and critical illness life, long term care and disability insurance.

Insurance Articles

Critical illness and long term care insurance - Canadians may be living longer, but that also means there are more years when they will be at risk of a serious illness or disability. Baby Boomers are now having to figure out how to care for their ageing parents as physical and mental deterioration take a toll.
by Jade Hemeon | The National Post

Disability Insurance - It's a funny thing, the way people fixate on life insurance while ignoring disability coverage. There's nothing wrong with buying life insurance to provide for your loved ones if you die. In fact, it's commendable.
by Rob Carrick | Globe and Mail

Do you really need critical illness insurance? - Recently, I had a client in my office and I'd like to share his story with you.
Levine Financial Group

Financial Protection from Cancer - Policies pay a lump sum when you most need it.
by Talbot Boggs | The Toronto Star

Incorporating your medical practice - Ontario physicians are no doubt aware that they are now permitted to incorporate their medical practices, as their colleagues in other Provinces have been able to do for quite some time.
by Gina M. DaRoza | Cappellacci DaRoza LLP

Long-Term Care Insurance - Approximately 13 per cent of current Canadian population is over the age of 65 - a figure that is executed to climb to more than 20 per cent in the next 20 years.
by Richard White | Ontario Medical Review

Ontario Medical Review's Magaizine Cover

Preserve your savings with long term care - Retirement is the perfect time to reap the benefits of years of saving and hard work. It arrives with the promise of freedom and independence. Yet fulfilling that promise requires some careful planning.
RBC Insurance

The lowdown on insurance salesmen and warranty peddlers - Insure only events that have a potentially disruptive impact on your lifestyle and only if they have a relatively low probability of occurring,
by Moshe Milevsky | The Globe and Mail

Universal Life Unveiled - Insurers respond to the marketplace by transforming life insurance policies into innovative finanical tools
by Elliott Levine | CA Magazine

Investment Articles

Defining Risks - Reducing risk exposure in your portfolio means more than diversifying assets and investing in different markets
by Elliott Levine | CA Magazine

I don't want to invest now because... - I don't want to invest now becaue..
CI Investments

Investing Beyond Canada... - Canada's economic fundamentals are positive. Interest rates are low, inflation is under control, unemployment is stable and political risk appears minimal. All in all, Canada is an excellent place to invest.
by Elliott Levine | Levine

Psychology of investing - The prices of financial securities (i.e. stocks, bonds and mutual funds) are typically determined by some varying combination of three driving forces: fundamentals, valuation and investor psychology.
Aim Trimark

RSP Strategy and Tips - Money you have saved for retirement is hard earned capital. Since building your retirement nest egg is a life-long activity, you want to establish an RRSP program that achieves your long-term financial goals.
Levine Financial Group

Guaranteed Withdrawal Benefit Articles

An Expensive Guarantee? - Is the security of guaranteed minimum withdrawal benefits worth the cost?
by Frank O'Connor | Financial Advisor Magazine

Pay for Life - As investors move from accumulation to spending in retirement retirement, Moshe Milevsky, a finance professor at York University and executive director of the Individual Finance and Insurance Decisions Centre tells Mark Brown that advisors need to go beyond portfolio diversification.
by Mark Brown | CI Investments

Secure for Life - Manulife has upped the ante on its competitors in the guaranteed minimum withdrawal benefit market. The insurer has added a lifetime guarantee on the withdrawals of its IncomePlus product line.
by Mark Noble | Advisor's Edge Report

When you get the jitters - In uncerttain times, interest in financial products that garantee principal or annaual returns - and lock in any gains in value along the way - has grown. Among the newer guaranteed products are guaranteed minimum withdrawal benefit (GMWB) products, now available from several insurance companies.
by Jade Hemeon | Investment Executive's Money Planner 2009

Who is "Income" Wealthier? - Douglas Brodie is 59 and lives across the street from Denise Coburg who is 57, in a leafy suburb of Toronto. They are both currently single and vaguely know each other in a social context. They also share an ominous and rapidly approaching sixtieth birthday. Like many Canadian babyboomers they are coming to the realization that retirement and the years beyond work are just around the corner.
by Moshe A. Milevsky with Anna Abaimova | QWeMA Group Inc.

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