Wealth & insurance
Life Insurance Planning
Our advisors help clients understand their insurance needs, select suitable life and health coverage, and integrate insurance into long-term financial and estate planning strategies.
A Bluestar Concierge will guide you to the right next step.
What’s Included
Life insurance needs assessment
Life insurance planning begins with understanding who depends on you and what needs to be protected. We help assess coverage needs based on your financial situation and goals.
Term and permanent insurance planning
Different types of life insurance serve different planning purposes. We help explain how term and permanent insurance may fit into your broader financial plan.
Life insurance for families and business owners
Family responsibilities and business ownership often shape life insurance priorities. We help consider coverage needs in these specific contexts.
Life insurance reviews and updates
Life insurance coverage should be reviewed as circumstances change. We provide structured reviews to assess whether existing coverage still fits your needs.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us