Do you have a Risk Management Plan?

Do you have a plan for when something unfavorable happens?

Back when I was a Project Manager, one of the earliest activities we did in a project was the Risk Management Plan. As we were scoping out the project, we would identify things that could go wrong, and what their impacts would be. We also identified what the preventative measures we could take were, as well as the post-event actions to take.

As we did this, we identified the costs of the preventative measure, the cost of the event, the cost of post actions, and the likelihood of the event. We could then determine if taking the preventative measures were of value.

What does this have to do with a person’s life?

We face risks each and every day. Consider that your job is (usually) a large part of your life. What happens if there is a snow day? If you are on salary, you might cheer and do something else. Or perhaps your employer has given you a laptop so that you can work from home. But what if you are a wage employee, and don’t get paid if you don’t work? Or what if your car breaks down, do you have a different way to get in?

And those are reasonably minor risks, with potentially low (big picture) impacts. How about if your house burns down?

Insurance is one way of passing the financial risk of an event to a 3rd party.

We regularly go through our Risk Management Plan trying to identify risks we haven’t yet identified, validating the ones we have, re-costing the preventative measures and the expenses of the event, as well as updating our post event actions.

Would you like to find out how we can help you with your Risk Management Plan?

Schedule a Meeting with Kevin

Schedule a meeting

Old Style Planning versus Modern Planning

Surviving an illness like Cancer, a Heart Attack or a Stroke is likely, but it can be financially devastating.

Our Parents and Grandparents may not have purchased Critical Illness insurance, because 20 or 30 years ago it was much less likely to survive these illnesses.   Therefore, these illnesses were appropriately “covered” by life insurance, as the insured didn’t survive, but their families were cared for.

However, now that we frequently survive these illnesses, we need to look after our families during our treatment and recovery!  The CMHC reports that 48% of foreclosures are due to the impacts of a Critical Illness.

Critical Illness insurance provides a cash benefit to help you cover the expenses of treatment and recovery. Examples of uses of the funds:

  • Alternative treatments
  • New medications
  • Hire in home care
  • Cover unpaid leave for healthy spouse
  • Fly in friends or family for support
  • Post recovery vacation
  • Protect your savings and investments
  • Offset lost income

Contact me to discuss further!

Airdrie, Alberta
Canada