My Insurance View wordmark

My Insurance ViewMy Insurance View wordmark

Now that you have completed the My Insurance View calculator, a personalized report has been created to identify your specific insurance protection needs. This report will show you where you are today and how your need for protection may evolve over the years.

Please take the time to review this report with your advisor who can recommend products that will best meet your evolving needs.

Insureds

Insured

Male

1/1/1970 • 0 years old

Insured

Male

1/1/1970 • 0 years old

Dependants

Dependant

Cousin • 0 years old
Post secondary cost per year: $0 for 0 years

Dependant

Cousin • 0 years old
Post secondary cost per year: $0 for 0 years

Dependant

Cousin • 0 years old
Post secondary cost per year: $0 for 0 years

Debts

Mortgage
Amount $0
Average interest rate 0%
Assumed amortization 0 year(s)
Assumed monthly payment $0

Credit card debt
Credit card debt $0
Average interest rate 0%
Assumed amortization 0 year(s)
Assumed monthly payment $0

Other debt such as lines of credit, loans, etc.
Other debt $0
Average interest rate 0%
Assumed amortization 0 year(s)
Assumed monthly payment $0

Financial needs

Income replacement for

Income $0
Retirement age 0 years old
% income left to your loved ones 0%

Estimated final expenses for

Final expenses $0

Income replacement for

Income $0
Retirement age 0 years old
% income left to your loved ones 0%

Estimated final expenses for

Final expenses $0

Assumptions: Interest rate of 5.0%, Inflation rate of 2.0%

My Insurance ViewMy Insurance View wordmark.

Results for

Primary needs

  • Income replacement
  • Mortgage
  • Consumer debt
  • Education
  • Final expenses
  • Total

Insurance solution

  • Need
  • Insurance type and amount

Based on the information you provided, you might consider purchasing insurance in the following amounts:

Years 1-10 11-20 21-30 30+
Total insurance $0 $0 $0 $0
Term Term 10 Term 20 Term 30 Permanent insurance Total
Total insurance $0 $0 $0 $0 $0

The following chart represents the breakdown of your insurance needs:

Years Income
replacement		 Mortgage Consumer
debt		 Education Final expenses Total
1 $0 $0 $0 $0 $0 $0
11 $0 $0 $0 $0 $0 $0
21 $0 $0 $0 $0 $0 $0
31 $0 $0 $0 $0 $0 $0
My Insurance ViewMy Insurance View wordmark.

Results for

Primary needs

  • Income replacement
  • Mortgage
  • Consumer debt
  • Education
  • Final expenses
  • Total

Insurance solution

  • Need
  • Insurance type and amount

Based on the information you provided, you might consider purchasing insurance in the following amounts:

Years 1-10 11-20 21-30 30+
Total insurance $0 $0 $0 $0
Term Term 10 Term 20 Term 30 Permanent insurance Total
Total insurance $0 $0 $0 $0 $0

The following chart represents the breakdown of your insurance needs:

Years Income
replacement		 Mortgage Consumer
debt		 Education Final expenses Total
1 $0 $0 $0 $0 $0 $0
11 $0 $0 $0 $0 $0 $0
21 $0 $0 $0 $0 $0 $0
31 $0 $0 $0 $0 $0 $0
My Insurance ViewMy Insurance View wordmark.

Let’s talk about...how an independent advisor can help you.

Like doctors, lawyers and other highly trained professionals, an independent advisor can offer you valuable advice and provide insight into your financial and protection needs. An independent advisor will always consider your specific needs before providing a professional, and unbiased, insurance solution.

Assumptions

The My Insurance View applet uses the following underlying assumptions when building the recommended insurance scenario:

  1. Income replacement is income needed to carry on current lifestyle while still setting aside money for retirement.
  2. This tool does not provide retirement planning solutions. If you currently invest in a retirement savings plan, any replacement income received should be used to continue to fund your retirement plans in the future.
  3. If there is additional cash set aside for funding education or for emergency funds, these funds are not considered when calculating the amount of the insurance need with this tool.
  4. Any current life insurance you own is not considered when calculating the insurance need with this tool.
  5. Post Secondary Education starts at age 17.
Legal

The results of the applet are general estimates only and (i) are based on the accuracy and completeness of the age you have entered, (ii) are based on assumptions that are believed to be reasonable, (iii) do not denote your eligibility for insurance coverage by ivari; and (iv) are for informational purposes only and should not be considered advice of any kind. You should always seek a personal consultation with a licensed life insurance advisor before taking any action. ivari does not offer financial planning, insurance, legal or tax advice. Eligibility for insurance coverage is based on ivari's underwriting requirements in effect at the time of application for insurance.

ivari does not make any express or implied warranties, representations or conditions with respect to any information or results in connection with this applet. ivari will not be responsible for any losses or damages arising from any errors or omissions in any information or results, or any action or decision made by you in reliance on any information or results.

™ivari and the ivari logos are trademarks of ivari Holdings ULC. ivari is licensed to use such marks.