For Financial Literacy Month, learn how licensed CAA Life Insurance Advisors can help ensure that you have what you need.

Let’s talk about CAA Life Advisory. Here are some ways that your Advisor can help you navigate the intricacies of retirement.

Advice that will prioritize you first.

Our Licensed Life Insurance Advisors understand that buying insurance can be confusing and want to make it easier for you. Discuss complex aspects of retirement like coverage gaps, estate planning, hard-to-insure situations and more with your Advisor so they can design a solution that fits you best.

• Personalized advice: Your Advisor will learn about you, your life and your goals so they can offer advice that is as unique as you are.
• Accessible advice: You can choose your preferred Advisor or use our general booking tool if you don’t have a particular one in mind. Your Advisor will meet with you over the phone or virtually at a time that works for you
• Unbiased advice: Our licensed Advisors are here to listen and offer objective expert advice tailored for your needs without pressure or bias.
• Quick advice: You can receive customized guidance in two days or less from one of our Advisors. For more general questions, advice can be provided on the spot.
• Complimentary advice: There are no fees or charges.

A process that is clear and easy to follow.

Our goal is for you to feel comfortable without pressure or confusion. We’ve set up our process to help you feel looked after every step of the way.

• Meet your Advisor: Start your journey by meeting with your Advisor via online video or phone so they can get to know you.
• Tell your story: You will receive a complimentary financial protection review where your Advisor will learn about your current personal, financial and insurance situation. All the information you provide will help your Advisor develop the right solution at the right price for you.
• Go over your personalised proposal: Your Advisor will offer you their best solution for your goals and aspirations. At this stage, they will review everything in detail to make sure you feel comfortable.
• Select your solution: Once you have made your selection, your Advisor will guide you through the steps of the application process from submission to decision.

Solutions made to fit your life.

With many products, flexible appointment times and various payment options, CAA Life Advisory strives to ensure that there is a solution that fits your life.

• Life Insurance: Choose among our various options to design a plan to fit your goals.
• Critical Illness Insurance: Protect yourself from the financial effects of a range medical of conditions.
• Disability Insurance: Replace a portion of your income when you are unable to work due to illness and/or injury.

We understand that complex stages in life are hard to navigate, particularly pre-retirement and retirement. Considerations like replacing workplace benefits, rising health concerns and uncertainty about the future are common when thinking about one’s retirement.

At CAA Life Advisory, our goal is to help you with your insurance and with solving broader life and financial concerns. We want to understand you on a deeper level and provide easy-to-access solutions that work specifically for you and your situation.

CAA is recommended by CARP.

Take the first step by talking to a Licensed CAA Life Insurance Advisor.

Call 1-833-234-3390 or book an appointment online at carp.ca/caa-life

_{¹ Please visit carp.ca/caa to see a list of underwriters covering various CAA insurance products.
CAA Club Group Advisory Services is the registered business name of 2760704 Ontario Inc. 60 Commerce Valley Drive East, Thornhill, Ontario L3T 7P9 (FSRA license no. 37824M). In Alberta, AMA Insurance sells life and health policies underwritten by nine different insurer.}