Thanks for scheduling your appointment!
Confirmation of the date, time and location will be emailed to you momentarily. You will also receive a reminder 24 hours prior to our appointment.
What you can expect:
May need to answer medical questions, financial information and/or lifestyle history
If the conversation will be by phone, be in front of a computer with internet for screen sharing if needed
Information that may be useful during our conversation:
Driver’s license
Banking information
If applying for disability insurance, the first 3 pages of your most recent T1 General and corporate financial statements (if applicable) will be required.
If the policy will be corporately owned, corporate documents will also be required (i.e. federal business number, articles of incorporation)
During our conversation, confidential personal information may be disclosed. To read our privacy agreement, please click here.