Growing Families

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  • Age 30 to 44
  • Starting to be established in career
  • Recently married/common-law relationship
  • May have children
  • Recently purchased first home

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  • Paying off mortgages
  • Establish an emergency fund
  • Staying on Budget (Download our app!)
  • Make a spending plan-short, medium and long term
  • Saving for children’s education
  • Saving for retirement
  • Planning for the unexpected
  • Premature Death
  • Critical Illness
  • Disability Insurance
  • Financial impact of death on survivors
  • Make a will

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