Wealth & insurance
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.
A Bluestar Concierge will guide you to the right next step.
What’s included
Review of existing coverage
We review current life insurance policies and coverage amounts. This helps determine whether protection remains appropriate.
Assessment of life changes
We consider changes such as family growth, career shifts, or business changes. These factors often affect insurance needs.
Identification of gaps or overlaps
We identify potential gaps or unnecessary overlap in coverage. This supports more efficient planning.
Next-step planning discussion
Where adjustments may be needed, we outline options clearly. This helps you decide on next steps without pressure.
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