Bolton Insurance
524 2nd Street SE, Suite 210 T1A 0C6 Medicine Hat, AB, Canada

If you needed a chuckle...or a reminder for health care we’re here

Tax season is upon us! While we can’t help with you with last year’s taxes (who even wants to think about that).......let us help you with your RRSP investments this year and next year’s taxes won’t be quite so 2020

Samantha wrote her first blog! Learn why life insurance makes sense for you today

From the Bolton Insurance family to yours, sending wishes of warmth, joy and tranquility this holiday season. Our thanks to you for sticking with us through this difficult year. We couldn't have done it without you. Looking Forward to connecting with all of you in the new year. Jon and Sam

A little less than a year ago, I was lucky enough to find an assistant who was not only willing and patient enough to put up with the highs and lows of the industry, but also interested in pursuing a career in it. With a keen sense of service to the public and a high level of awareness of our fiduciary duty as an insurance brokerage, she quickly became a pivotal part of Bolton Insurance. During the slow months of the spring this year while the country experienced economic dep...ression and lockdowns from the pandemic, she took it upon herself to begin training to become a licensed advisor in the insurance industry. In just a couple quick months, she breezed through her course modules and wrote her qualification exams, passing them with flying colours. She didn’t hesitate to get herself booked in for Provincial exams and in August she completed them with as much excellence as she had displayed in her studies and qualifiers. While passing these exams is definitely the biggest part of getting licensed as an Insurance Advisor, it certainly doesn’t end there. Once she completed the exams, we wasted no time getting her set up with a sponsor through our agency in Calgary. This is where the applications and background checks tend to slow things down in a world where COVID has caused all sorts of backlogs. It took a few months, and to be honest, I’m a little late delivering this news, but I’m proud to finally be here delivering it today. It is my utmost pleasure to introduce you all you my partner here at Bolton Insurance once again. As well, it is a distinct pleasure to officially introduce Samantha Reinhart as a fully Licensed Insurance advisor here at Bolton Insurance. Samantha comes to us with several years of experience in management and customer service as well as an education and some great career building experience in finance. She is passionate about helping people and already very knowledgeable in the insurance world. Rest assured, whether you’re looking for some basic coverage on life or health, or you’re looking to build your retirement portfolio, Samantha will be here to help every step of the way. Please join me in congratulating Samantha on completing her licensing and welcome her to the world of Insurance Advisory and Public Service. See more

BUYING A HOUSE? Make sure you shop around before you settle for the banks mortgage insurance. $$$SAVE$$$

I keep seeing all these ads for term insurance and reasons why it's better than whole life. It prompted me to write my latest blog in regards to this topic. Term Insurance and Whole Life Insurance are both important options to consider. They each have their place depending on the individual and their needs. Never choose to go with Term Insurance just because it's cheaper. Weigh your options, talk to an advisor and make a choice based on your situation. You'll be glad you di...d! https://jboltoninsurance.com//cheap-term-insurance-or-fre/ See more

https://jboltoninsurance.com//family-protection-with-whol/

Really great article from Forbes. It's based on US life insurance, but much of it is true for Canadians as well. https://m.facebook.com/story.php?story_fbid=10163812400820274&id=582260273

If you've ever wondered about the insurance your lender offers, read our latest article. Creditors offer insurance and it has it's place, but in most cases it pays to look around. https://jboltoninsurance.com//creditor-insurance-vs-life-/

Do you have a product in your investment mix with a track record like this? Maybe it’s time you should. All investment funds experience bad years and no one has a crystal ball. This fund has bad years too, but at least none of those years are in the red. Can you say the same about your current investments? Give me a call! Let’s look at what you have and see how it’s performing. A simple comparison can help you decide if it could be better!

Life Insurance can be so much more than just insurance. Find out how to use it as a key component in your retirement plan as well as for the retirement of future generations. https://jboltoninsurance.com//family-protection-with-whol/

Consider buying a whole life policy for your children. It guarantees that they will have coverage later in life and it can turn into a great addition to their retirement plan.

Your Group Benefits plan should suit the needs of your business. You probably don’t have time to look after it, but that’s why you’ve got a broker. Be sure to hold you broker accountable to ensure your plan works for you. If you haven’t seen your broker since you got the plan maybe it’s time to find a new one. https://jboltoninsurance.com//choosing-a-broker-for-group/

Travel Safe this Winter! https://jboltoninsurance.com///10/travel-safe-this-winter/

Check out my article, but also, please like the post. https://www.facebook.com/582260273/posts/10162696491780274/

Check out our latest article on Life Insurance! https://jboltoninsurance.com//3-reasons-to-buy-a-whole-li/

https://jboltoninsurance.com//3-reasons-to-buy-a-whole-li/

Call us today! jboltoninsurance.com | 403-526-5606 https://jboltoninsurance.com/2019/10/30/enjoy-embrace-savor/

We just saved one of our clients $70,000 per year on Group Benefits. Do you like saving money? Call me!We just saved one of our clients $70,000 per year on Group Benefits. Do you like saving money? Call me!

Does your retirement plan include whole life insurance? It should!Does your retirement plan include whole life insurance? It should!

Planning a vacation may not seem to go hand-in-hand with planning for worst-case scenarios, but take some time to review your life insurance coverage. If you need help or have questions, give us a call at Bolton Insurance. We’ll be glad to get you the info you need to make sure you’re covered adequately. Whether you’re a thrill-seeking adventurer or a laid-back beach bum, we can help ensure your summer is even more relaxing because you will have the peace of mind of knowing your family’s financial future is secure. Www.jboltoninsurance.com

If you've ever been declined for insurance due to health reasons, I have the perfect solution! Guaranteed issue critical illness coverage! https://jboltoninsurance.com//critical-illness-insurance-/

The Big Tax Squeeze! If you're looking for a way to put your corporate dollars to work without facing the heavy tax hit, take a look. We have some options for you. https://jboltoninsurance.com//06/17/the-business-tax-sque/

My latest blog! If you're ever curious about whether your company health plan is enough, follow the link for some good info. If you're not part of a group plan follow anyway and learn about how you can cover you and your family in the best way.... https://jboltoninsurance.com//covering-your-bases-persona/

Here’s a link to my latest blog! A little info for you all on Critical Illness. Always a good thing to consider, but unfortunately for many it’s the last thing they think of until it becomes the first thing... https://jboltoninsurance.com//stay-paid-up-while-youre-la/

https://youtu.be/Ap_0zEWY-fk

Mortgage Life Insurance! Not as tasty as Swiss cheese, but just as many holes. If you're getting a mortgage on your home take a gander at this month's blog on the insurance offered by banks. A little food for thought if you're not sure about their version of life insurance. https://m.facebook.com/story.php?story_fbid=10161712780420274&id=582260273