
Insurance Planning

Providing peace of mind by sharing the risk of financial loss.
Established exclusively for Credit Union members, Christian Wealth Strategies provides insurance services that are centred around your life stage and needs. Whether you are looking to protect your family, build your wealth, or plan your retirement, Christian Wealth Strategies can help you.
Insurance Services
Life Insurance
Life insurance provides a tax-free payout to your beneficiaries, helping to cover final expenses, pay taxes, and ensure a smooth, private transfer of assets.
Disability Insurance
Disability insurance replaces a portion of your income if an illness or injury prevents you from working.
Critical Illness Insurance
Critical illness insurance pays a one-time, tax-free, total-sum benefit if you are diagnosed with a serious illness that meets the definitions outlined in your coverage policy.
Long Term Care Insurance
Long term care insurance helps ease the financial burden of ongoing care when you can no longer independently perform regular daily activities due to aging, illness, or disability.
Travel Insurance
Travel insurance provides protection against unexpected costs such as medical emergencies, trip cancellations, and lost or delayed baggage while people are traveling.
Health and Dental Insurance
Health and Dental Insurance
Health and dental insurance plans help cover the cost of medical, dental, and related healthcare services that aren’t fully paid for by provincial healthcare.
Other Services
Segregated Funds
Segregated Funds are investment accounts that combine the growth potential of mutual funds with insurance benefits, allowing assets to bypass probate and offering death benefit guarantees.
Term Certain Annuity
A Term Certain Annuity is a retirement income product that guarantees regular payments for a fixed period, regardless of whether you are alive.
Life Annuity
A Life Annuity is a retirement income product that provides guaranteed regular payments for your lifetime.
Group Benefits for Your Business
Offering group benefits in your business enhances employee well‑being, strengthens retention, and contributes to a more engaged and productive workplace.
