Plan Smart with Maria

05/17/2026

Good news 📰❤️

05/16/2026

Your health affects more than just how you feel—it can also impact your financial protection. Regular checkups are a powerful step toward a healthier, more secure future. 💙

05/12/2026

Sunny days are here, and we’re giving you one more reason to dream of your next adventure! ✈️

Enter for a chance to win a $200 Air Canada gift card.

To enter:
– Like this post.
– Tell us in the comments who you’d take on your next getaway!🏝️

The draw will take place on May 25. Good luck to all!

iA Financial Group will never ask you to provide personal information via an internet link to enter this contest.

05/11/2026

� Mother’s Day Web Meeting with Plan Smart with Maria �

Moms and families in Ontario, Alberta, and across Canada—join me for a free online session to get your questions answered about protecting your family’s future. �

Here’s the link:

Topic: � Mother’s Day Web Meeting with Plan Smart with Maria �
Time: May 14, 2026 07:30 PM Edmonton
Join Zoom Meeting
https://us04web.zoom.us/j/9920064136?pwd=CfXei7siZdc8mtjJ6dD5rlzADUTJUe.1&omn=74375134202

Meeting ID: 992 006 4136
Passcode: vRcAK4

05/10/2026

Today, we celebrate the strength, love, and sacrifices of all mothers. Your dedication inspires families to build brighter, more secure futures every day.

Wishing all the amazing moms a day filled with love, joy, and appreciation. ❤️

Happy Mother’s Day 💐💐🌸🌺

05/09/2026

Be careful who you listen to‼️

Not all insurance advice is created equal.

Imagine having a Whole Life policy with Critical Illness coverage for 15 years—a plan designed to provide lifelong protection, living benefits, and long-term security…

Then at age 50, being advised to replace it with a Term policy renewable till age 85 or 95?

That decision should raise important questions:

• What happens to the permanent protection already in place?
• What happens to the critical illness coverage?
• Are you giving up valuable long-term benefits?
• Does starting over at 50 truly serve the client’s best interest?

Replacing an established policy—especially one with both lifelong coverage and critical illness protection—without fully understanding the trade-offs can mean losing years of built value and important financial safeguards.

Insurance is not just about lower premiums today. It’s about protecting your future, preserving what you’ve built, and making informed decisions.

Before making changes, ask:
✔️ What am I losing?
✔️ What am I gaining?
✔️ Does this strategy truly protect me long term?

Because real financial planning should focus on your protection—not just policy replacement.

Educate. Review. Protect.

05/01/2026

Annual check-ups protect our kids’ health—financial check-ups protect their future too. Prevention always matters. Message “INFO” to learn more.

04/30/2026

Friendly Reminder: Tomorrow, April 30th, is the final day for submitting individual tax returns.

04/27/2026

Whole Life vs Universal Life—Which one is better?

The truth is… it depends on YOU.

Some people want guarantees and stability.
Others want flexibility and control.

The key is not choosing what’s “popular”…
It’s choosing what actually fits your life and goals.

If you’re unsure which one is right for you, I’m here to help 💗

Comment “PLAN” or send me a message anytime.

04/23/2026

When the unexpected happens, the last thing your loved ones need is confusion.

This guide breaks down the life insurance settlement process—so your beneficiary knows exactly what to expect, from filing a claim to receiving the payout.

💡 Many claims can be processed within 30–60 days, but timelines vary depending on the completeness of documents, policy details, and insurer requirements.

Help your family be prepared, informed, and protected during life’s most difficult moments.

Discover what your beneficiary can expect during the life insurance settlement process and learn how to ensure a smooth transition - read the full article to get informed and prepared.