Ken MacCoy, CHS - RitePartner Financial Services
Business Address: Suite 2, 45975 First Ave Chilliwack British Columbia V2P 1W2
Business contacts: Ken MacCoy, CHS
In business since: 1990
Type of clients: Private, Partnership, Local company
Registration & Certifications CHS - Certified Health Insurance Specialist
Trading times: By appointment only
Free - No Obligation: Strategic Needs Analysis Plan
FREE No Obligation Financial Review of your existing llife insurance portfolio . SNAP is a tool used for analyzing the financial needs of clients by collecting details of their income, the family needs for both cash and income required at death of all income earner(s), the family sources for cash and income at that time and the resulting insurance requirements to cover any shortfall.
The information you provide on the fact-finder combined with the benefits provided by Canada Pension to the surviving spouse and/or dependent children will calculate the amount of life insurance coverage that you (both) should carry. The SNAP presentation provides scenarios and illustrates the figures in easy-to-view graphs.
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This business offers the following services or products:
- Tax Planning & Structuring
- Wealth Creation & Management
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