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Life Design Analysis provides the tool that allows the insurance analysis and recommendations to be completed. The information you input will be leveraged to assess the amount and type of coverage you require and generate the recommendations that will be provided in a PDF report which you can download. Your information is not being stored anywhere for further marketing or solicitation. The life licensed advisor noted on the report will follow up with you to answer any questions you may have regarding the report and discuss the recommendations if you wish to proceed further. You are not obligated to proceed further. We encourage you to keep your report for future reference.

*Simpson, Sean. "One Quarter of Canadians (26%) are Not Confident That Their Family Would Be Able to Pay for Mortgage/Rent/Housing Costs, If They Were to Pass Away." Ipsos, 22 Jun. 2021, www.ipsos.com/en-ca/news-polls/one-quarter-of-canadians-are-not-confident-that-their-family-would-be-able-to-pay-for-mortgage-rent-housing-costs. Accessed 7 Jan. 2022.

**Scanlon, James T., Rubino, Matthew and Wood, Stephen. "Individual Life Ownership Trends – 2019 Canadian Life Insurance Ownership Study." LIMRA, 16 Nov. 2020, www.limra.com/en/research/research-abstracts-public/2020/individual-life-ownership-trends--2019-canadian-life-insurance-ownership-study. Accessed 7 Jan. 2022.

Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments.

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