(780) 296-5064tmfinanciallife@gmail.comAlberta · British Columbia · Ontario
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( 01 )Living Benefits

Critical illness insurance —because surviving is expensive too.

Life insurance protects your family if you die. Critical illness insurance protects your plans if you live — a lump-sum, generally tax-free benefit paid on diagnosis of a covered condition, to spend however recovery actually requires.

( 02 )What It Is

A cheque, not a maze, when diagnosis arrives.

Critical illness insurance pays a one-time lump-sum benefit if you're diagnosed with a condition covered by your policy — commonly including life-threatening cancer, heart attack, and stroke, with many policies covering twenty-five or more defined conditions — and you satisfy the survival period set out in the contract.

The benefit is yours to use without restriction: replace income during treatment and recovery, pay for private or out-of-country care, cover a spouse's time away from work, hire help at home, pay down the mortgage, or keep a business running while its owner recovers. Provincial health care covers treatment; it doesn't cover life.

For business owners and incorporated professionals across Alberta, BC, and Ontario, critical illness coverage has a second job: protecting the enterprise. A benefit payable on an owner's diagnosis can fund a locum or key replacement, service debt, and reassure lenders — keeping a healthy business healthy while its founder isn't.

Some policies offer return-of-premium options — where available, these can refund some or all premiums paid if you never claim, or on cancellation or expiry after a defined period, according to the contract. Tanya models these riders honestly: what they cost, what they return, and whether the math earns its place in your plan.

Covered conditions, definitions, exclusions, and survival periods vary by insurer and are defined precisely in each policy contract — the definition of a covered condition matters as much as the list itself. Return-of-premium features are optional riders with additional cost, available on select products.
( 03 )How It Works

Four decisions that shape a critical illness policy.

( i )

The benefit amount

Sized to your real exposure: one to two years of income, the mortgage balance, business overhead, or treatment travel costs. Tanya builds the number from your life, not a rule of thumb.

( ii )

The conditions covered

Policies range from core three-condition coverage to comprehensive twenty-five-plus condition contracts, including partial payouts for early-stage diagnoses on some products.

( iii )

The coverage period

Term-style coverage to age 65 or 75, or permanent coverage that lasts a lifetime — matched to whether the risk you’re insuring is temporary or permanent.

( iv )

Optional riders

Return-of-premium on expiry, cancellation, or death; disability waiver of premium; and child coverage riders. Each is priced — and each either earns its cost or doesn't.

( 04 )CI vs. Disability Insurance

Different triggers, complementary jobs.

Critical illness

Pays a lump sum on diagnosis of a covered condition — regardless of whether you can work. One cheque, full control, no monthly adjudication.

Disability insurance

Replaces monthly income while you're unable to work, after a waiting period, for as long as the disability continues per the contract.

Together

Disability protects your income stream; critical illness funds the crisis itself. For most professionals and owners, the honest answer is that the two work best side by side.

Tanya frequently reviews both coverages in one conversation — because the gap between them is exactly where families in Grande Prairie, Vancouver, and Toronto get surprised.

( 05 )Common Scenarios

Where a lump sum changes the story.

I

The single-income household

A parent is diagnosed and treatment takes fourteen months. The CI benefit replaces income, funds childcare and travel to treatment, and lets the family make medical decisions on medical grounds — not financial ones.

II

The incorporated professional

A dentist in Kelowna suffers a heart attack at 52. Her corporately relevant CI benefit funds a locum, services the practice loan, and protects the goodwill she spent twenty years building — so there’s still a practice to return to.

III

The mortgage-heavy years

A couple in Mississauga carries a large mortgage and young kids. A CI benefit sized to two years of payments means a diagnosis pauses their momentum — it doesn't reverse it.

IV

The recovery-first retiree track

A 58-year-old business owner wants the option of private or out-of-country care without touching retirement capital. The CI benefit is the earmarked fund that keeps his portfolio — and his plans — intact.

( 06 )Common Questions

Critical illness insurance, answered plainly.

Is the critical illness benefit taxable?+
For personally owned policies with premiums paid personally, the lump-sum benefit is generally received tax-free in Canada. Corporate-owned CI arrangements involve additional considerations and should be structured with your accountant. As always, your specific circumstances should be confirmed with a tax professional.
What conditions are covered?+
It depends on the policy. Core products cover life-threatening cancer, heart attack, and stroke; comprehensive products commonly cover twenty-five or more defined conditions, and some pay partial benefits for specified early-stage diagnoses. The contractual definitions matter enormously — two policies covering 'cancer' can define it differently — which is exactly what Tanya walks through with you.
What is a survival period?+
Most policies require you to survive a defined period after diagnosis — commonly 30 days — before the benefit is payable. It's a standard contract feature, and it's one of the details Tanya makes sure you understand before you buy, not after.
How does return of premium work?+
Where available, ROP riders can refund some or all of the premiums you’ve paid if you never make a claim — on policy expiry, on cancellation after a defined period, or to your estate on death, depending on the rider. They add cost, so Tanya models the with-and-without numbers and lets you judge whether the guarantee is worth the price.
Can I get coverage with a family history of illness?+
Often, yes — underwriting considers your personal health, lifestyle, and family history together, and outcomes vary meaningfully between insurers. This is where an independent broker earns her keep: Tanya can position your application with the insurer most likely to view your profile favourably.
( 07 )Where This Service Is Available

Critical illness advice, across three provinces.

Tanya advises on critical illness insurance for individuals, families, and business owners throughout Alberta — including Grande Prairie, Edmonton, Calgary, Red Deer, and Medicine Hat — across British Columbia, including Vancouver, Victoria, Surrey, Kelowna, and Prince George, and throughout Ontario, including Toronto, Ottawa, Hamilton, London, and Windsor. All consultations are available virtually.

resilience
( 08 )Begin The Conversation

Price the protection before you need it.

A clear quote, honest definitions, and coverage designed around your actual exposure — not a template.

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()Book Your Consultation

Choose a time. The strategy hour is on Tanya.

Pick any open slot — the calendar is live. One relaxed, plain-language conversation about what you've built and what you want it to do. No cost, no obligation, no pressure.

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Licensing & Regulation. Tanya Michel is a licensed insurance broker serving clients in Alberta (regulated by the Alberta Insurance Council — Licence # [confirm]), British Columbia (regulated by the Insurance Council of British Columbia — Licence # [confirm]), and Ontario (regulated by the Financial Services Regulatory Authority of Ontario — Licence # [confirm]). Insurance products are issued by Canadian life insurance companies; features, values, and guarantees are governed by the terms of each policy contract. Tax outcomes depend on your personal circumstances and current legislation — always consult your accountant, lawyer, or tax professional before acting.