Our Insurance Partners
All Lifestyle Legacy policies are underwritten by Canadian insurers, including Manulife, Equitable Life, and Sun Life.
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| Use Case | Estate Planning, Retirement Planning, Business Owners | Children | Estate Planning |
| Typical Coverage Terms | Coverage starts at $100,000 for 10 year, 20 year to age 90 premium durations, and $500,000 to age 100 | Choice of life pay, 20 pay (premiums payable for 20 years), or 10 pay (premiums payable for 10 years) | Coverage terms start from 10 years. |
What to Expect
- Earn an annual dividend to grow your insurance coverage and cash value beyond guarantees
- Choose how long you pay your premium and how frequently
- Access your policy’s cash value at any time or if you become disabled
- Make additional payments into your policy to increase your protection, whenever you choose!
- Reach your long-term financial goals and benefit from tax-advantaged options
- Build collateral for a loan, enhance your estate planning, and complement a retirement plan
Are You Ready to Secure Your Financial Future?
With Jamal’s financial acumen and Dean’s marketing and educational expertise, Lifestyle Legacy was born. This partnership is more than a financial advisory firm — it’s a mission to empower Canadian families with the knowledge and tools to secure their financial future.
Jamal and Dean are committed to bringing their unique blend of skills and experiences to help you create your own legacy.