Determining the right amount of life insurance coverage depends on an individual's circumstances and financial goals. Consider your health, age, debt, and how much income your loved ones would need to maintain their current lifestyle if you were no longer around. Also, keep track of your current savings and other investments, as these will help you decide on a policy.

Unfortunately, tax planning does not fall under our list of financial services. We can, however, help with estate preservation. Your Centerpointe Financial agent can work alongside your tax and legal professionals in an effort to minimize taxes, expenses, and legal issues while maximizing the value of the estate left behind for beneficiaries.

Saving money with a limited budget is an achievable goal. Start by setting clear financial goals and creating a budget. Assess your income and expenses to identify how much money you can afford to save regularly. Although saving with a limited budget means you may not see substantial gains immediately. Stay patient and focus on long-term growth. Finally, learn about different options and strategies by contacting a Centerpointe Financial agent.

Centerpointe Financials offers life insurance, among other products and services, to clients through World Financial Group Insurance Agency of Canada Inc. (WFGIA) and WFG Securities, Inc. In addition, agents also provide clients with information about financial fundamentals so they can make sound decisions both now and in the future. These things combined help clients plan for their financial future.

Please contact an agent on our website if you are interested in signing up for WFGIA and have not yet been contacted. You will need to sign an Associate Acknowledgement & Non-Disclosure Agreement if you're not currently life licensed or an Agent Agreement if you already have an active life insurance license in your province or territory of residency. You will pay a one-time, $150 + applicable taxes fee that goes directly to the home office and is used for administrative costs such as running a background check and other items.

In learning about Centerpointe Financial, prospective clients learn about financial topics, and through this, they typically take action to increase their financial resilience. In doing so, clients increase their FIQ and may continue to gain more knowledge about financial options and concepts. The journey of learning about financial options helps people gain confidence and reduce their anxiety about money and their future finances.

Centerpointe Financial agents have the ability to offer products and services from a broad array of financial services providers, which allows them to find a suitable solution for their clients.

We have been able to validate that our independent agents' work through WFG has made an impact on their lives - but we discovered we have made an impact on our clients' lives.

Centerpointe Financial agents have a variety of tools and resources at their disposal, including ongoing training to keep current on the latest information on insurance and financial topics.

Center Pointe Financial offers a variety of tools and resources that other companies may not. Additionally, we have a unique compensation and field advancement system that encourages people to grow in their careers.

New associates have nine months to earn their provincial life insurance license. The company provides an onboarding platform with training videos and pre-licensing courses from Oliver's. Typically, most associates become licensed within three to four months.

Products are offered through several well-known companies, including Equitable Life of Canada, ivari, BMO, iA Financial Group, Everest, and CPP/Foresters.

Centerpointe Financial is regulated by provincial and territorial insurance councils as well as federal regulators as they apply to life insurance.