“We are young, healthy people, we don’t need life insurance”

Recently we received a note from one of our clients thanking us for our dedicated work in settling their life insurance claim and the peace of mind this brought her and her family through this difficult time. We wanted to take the time to share this with you to stress the importance of having a plan in place should the unthinkable happen.


“How many people think that way and do not fully understand how quickly your life can change? That was MY situation.

Thankfully, my husband and I had taken the necessary steps of purchasing a Life Insurance Policy. We wanted to provide a future for our family if the unforeseeable should happened to either one of us.

Overnight my life changed.

At the age of 29 my husband suddenly passed away, leaving me with a 4 month old and a 2 1/2 year old to provide for! Needless to say, my whole world came to a sudden, unexpected halt. It gave me great relief and I was more than thankful that we had been responsible parents putting the right amount of life insurance coverage in place.

It has been 6 years now since that dreadful day, and I am eternally thankful for the financial peace of mind I have had. It has allowed me to focus on the IMPORTANT things, such as raising my two beautiful children and being able to stay home with them through this difficult time in their childhood. Having life insurance enabled us to travel, spend time with our family and have a great quality of life while grieving the loss of our loved one.

Also, the worry and stress of working through such a life changing event has been alleviated. If we had not had the life insurance, I would have gone from a grieving mom on Maternity Leave, to a grieving full-time, working single mother of two small children. There is no question as to say I much prefer having been home with my kids, especially during a time when they needed me most!

The service and care that I have received from Walton Financial Group has been outstanding since DAY ONE! I can honestly say I have never had to worry about a thing in this aspect of my life. Every detail was taken care of by Brad and his team of fabulous employees.

So, if you are one of those people that feel “the bad things can never happen to you” OR “you have the time to look after these life details later”………….Act now! Tragedies are not planned. Make sure you have the proper amount of life insurance coverage in place.

You have no idea how thankful I am that my husband and I didn’t procrastinate with security for our future… providing for the “what if”s”!! I am sure my kids while be thankful too, once they are old enough to understand.”

Here at Walton Financial our team is here to help you in planning for your future whatever it may hold. Take the time to learn about our life insurance offerings and how we can guide you through the process of making sure you have the coverage you need.

Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This “We are young, healthy people, we don’t need life insurance” was prepared by Bradley Walton who is a Investment Funds Advisor at Walton Financial Group. a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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