The global health crisis has understandably triggered in all of us a current awareness of our own mortality and morbidity exposure; which when combined with an upward interest and capability in digital transactions and the sudden availability of the time to ponder/review such personal planning contingencies has resulted in an acceleration of personal Estate & […]
An Old And Reliable Friend
These past four plus months have created many shocking developments for families, businesses and communities around the globe; offset in some small way by acts of kindness, inclusion and courage which provide hope for a more equitable and just world post pandemic. One of these latter emerging positives is a renewed interest in reaching out […]
Just in Case Planning
My post of May 13th (Things To Keep In Mind) confirmed that many of our clients are currently reviewing the risk protection aspect of their estate plans in light of hopefully temporary pandemic related diminishment of business valuations, investment portfolios and employee benefit coverages. It was interesting to read Rob Carrick’s article in the May 28th […]
A Great Time to Talk
In the normal scheme of things most employee and executive benefit and pension plans tend to wander from their initial design. Almost without fail, the original relevance of these programs to the corporation’s mission statement diminishes, either because the company’s philosophy has changed or the benefit program has taken on a life of its own. […]
Underwriting in a Pandemic
During my almost 30 years of managing Etherington Generation’s Underwriting & Service desk we have seen many dramatic and positive advances. Of course, just as technology develops even more improvements, the necessary financial , medical and privacy compliance regulations expand. These latter requirements are designed to protect the vast majority of applicants for life insurance, […]
Just in Time vs Just in Case Planning: Incredible Times & Consequences
We have all found ourself in a strange place over the past 3 months as an invisible enemy penetrated the ramparts of the world , bringing with it dread or distress. Suddenly, on a dime, thoughts of Spring Break, record stock market valuations, consumer confidence and low unemployment, summer festivals and Family reunions were […]
Things to Keep in Mind
Worried, stunned and fearful as we all are by the way our world has suddenly and dramatically changed , the first thing we have to all remember, including this writer, is that treatments will emerge, a vaccine will be discovered and life will resume. Saddened by the incredible manner in which this pandemic has diminished […]
Tuesday Talks with Paul & Mark: 10 Things You Need to Know About motionball’s Marathon of Sport
As an organization Etherington Generations directs a significant percentage of our time to the running of motionball, a volunteer lead organization we created that raises funding and awareness for Special Olympics in Canada. Over the past 15+ years we have donated in excess of $8,000,000 to this amazing cause. Between May and October we […]
Top 10 Blind Spots That Can Break Your Bank Account
Guest blogger: Simon Hermant We are pleased to welcome Simon Hermant to our blog. Simon is an Account Executive with HUB Intnerational, who are a leading global insurance brokerage that provide a broad array of property and casualty, life and health, investment and risk management products and services. All of a sudden ‘Risk’ is a […]
Top 10 Things To Consider in Estate Planning
Guest blogger: David Mills – Mills & Mills LLP We are pleased to welcome David Mills to our blog. David is a partner with Mills and Mills LLP, delivering a comprehensive suite of estates and business legal services to his clients. David is proud to represent the fourth generation of the Mills family to practice […]