Rushby Wealth Management Inc.
Investments & Insurance Corporation Coquitlam, BC, Canada

Mind Blowing Mondays: Life Insurance According to a study done by BMO Insurance in 2014, most Canadians don't really understand life insurance, or even know if they have any... The BMO survey pinpointed the top three reasons why consumers buy life insurance:... 1. They don't want to be a burden to their family when they die (53%). 2. They feel a responsibility to have it (49%). 3. They were told by their family and friends that they should have it (16%). There are so many reasons why people purchase insurance, and as insurance advisors, it is our job to find out what needs you are trying to fulfill with life insurance in order to suggest the right products and services to meet those continually changing needs. For example, is it being used to cover financial concerns of a mortgage and children?, is it more for short term needs (debt from a business) or is it a to provide a tax sheltered avenue for money to grow?.. the reasons and products are endless as we all live unique lives. Piece of mind can indeed be bought; just like you purchase insurance for your car in case of an accident, just like you purchase home insurance in case of a robbery, why would you not purchase life insurance in case of death...really think about it.. We would love to hear from followers on whether you have life insurance, how much life insurance you and your family have and why you purchased life insurance. The more conversation we can generate, the more we can learn and educate others:) Happy Monday, RWM

I am excited to announce that Rushby Wealth Management (RWM) will be hosting its first FREE Investment & Insurance seminar! We have talked with a lot of clients and friends that have expressed interest in hearing more about who we are, what we do and the value added services we guarantee! This is an opportunity for you to come with your spouse, children and/or friends to learn about what RWM believes should be important to you/your family now and in the future when it comes t...o finances and financial security. All ages are welcome! Please save the date for Saturday February 4th from 1pm-3m at our office in Coquitlam. Snacks and beverages will be provided and there are door prizes to be won! We encourage you to share this post with family and friends that you think would benefit from this FREE seminar. RWM wants to grow your financial literacy and allow you to be some of the few people who can retire at age 65/70 with financial security instead of on the freedom 95 train.. think about it.. Please post 'interested' in the comments below or PM me to ensure you are included in the official invite which will come at the beginning of January. Also if you have any specific questions you want answered at the seminar please PM me. Look forward to hearing from you, RWM

We would like to personally welcome you to the new Rushby Wealth Management (RWM) facebook page. This page is intended to provide its members with education around insurance needs (life and disability) and investing opportunities, in additional to sparking discussion around some common misunderstandings surrounding insurance and investments in our consumer driven and instant gratification expecting society. If you have any questions that you want information on or something ...you have experienced, please don't hesitate to post in the group or private message RWM to discuss. Please participate in the conversations on this page - the more conversation and questions will lead to greater learning and understanding. If you are currently a client of RWM, please provide us with some reviews on the quality of products and services we have provided to you as well as how we can continue to fulfill your insurance and investment needs. We look forward to your input and thank you again for your support. Rushby Wealth Management Inc.

What are your thoughts on Mr. Donald Trump as the new president of the United States? Is anyone worried about their current investments? Issues that will arise between Canada & the US if NAFTA is eliminated? Are you happy about the choices of US citizens? This should definitely be a conversation starter..

Segregated Funds vs. Mutual Funds - What is Right for YOU Ideal Clients - (according to Canada Life) Segregated Fund Policies are for:... - Investors who want to invest in the market for growth, but want to limit potential losses with maturity guarantees -Investors who want to help protect the value of their legacy by bypassing the delays and expense of estate and probate process. -Investors who want to keep details of their estate discreet by passing assets privately to their named beneficiaries -Sole proprietors, partners or professionals looking to protect their investments from creditors Mutual Fund Policies are for: -Investors who value lower management fees -Investors with a simplified need for estate planning (for example families with young children) -Investors without a need for principle protection and could get much higher rates of return. -Investors who are OK with taking more risk Who has a mutual fund or a seg fund policy and why did you purchase it!? What need were you trying to fulfill? Ask your parents or friends..

Happy Tuesday Everyone, We just wanted to check in and see if there are any questions that people have with regard to insurance or investments? These topics can be very overwhelming and highly controversial. We can still continue to post interesting information and statistics, but we would love to have some questions or feedback from you all! Thank you, Rushby Wealth Management

Term Insurance vs. Whole Life Insurance A lot of people view life insurance as just another tactic for sales people to get money out of you. After spending money on your mortgage, car insurance, food, clothing etc., the last thing you want to do is spend more money on life insurance. Most of the time, life insurance does not provide immediate gratification whereas with mortgage insurance you are living in a nice residence, or with food you are getting to enjoy it throughout t...Continue reading