Needs-Assessment Tools*:

Understanding insurance isn’t easy. But it’s important that you take the time to recognize its importance and value. The first step in understanding your need for insurance is to consider your financial situation. Then you can learn how best to protect yourself and your family.

When assessing your insurance needs, questions will arise such as, “How much coverage should I have?” and “How does Loan Protection fit into my overall financial situation?” Thankfully, at ATB Financial we have several tools and resources that can help you find answers to these important questions.

The best way to get a clearer picture of your current situation and insurance needs is to complete an insurance needs-assessment. The exercise will also help you reflect on your finances and look at some areas you could improve.

Ultimately, you want to make sure you and your family are protected if tragedy strikes. We can show you the way to do just that.

Life Insurance Needs-Assessment Tool

Disability Insurance Needs-Assessment Tool

There’s a way to financial peace of mind with ATB Financial.

For more information on ATB Financial Loan Protection, visit any branch of ATB Financial, or call us today at 1-800-332-8383 (toll free). For the address of the ATB Financial location nearest you, please use the Branch Locator.

* Tools are for information purposes only and do not constitute insurance advice. ATB Financial associates are not authorized to provide you with information or advice regarding your specific insurance needs other than for creditor insurance. If your completed assessment reveals a shortfall in your insurance coverage, you may wish to speak to your personal insurance advisor.

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