Connect with Orville to discuss Final Expense insurance and the role protection planning can play in helping you prepare for end-of-life expenses.
Orville Wentworth is based in Mississauga, Ontario. His professional profile identifies him as a Senior Insurance Agent at Wentworth Wealth Management, with service areas that include life insurance, health insurance, financial advisory, financial planning, retirement planning, budgeting, loans, commercial lending, and mortgage lending.
Through Dundas Wealth's Final Expense program, Orville helps people start an informed conversation about insurance protection for final expenses. The process begins with understanding what matters to you, reviewing the available options, and making space for your questions.
Protection planning starts with a clear conversation about the people and expenses you want to prepare for.
Orville attended Sheridan College from 1999 to 2002. His background also includes roles at Total Power Limited, where he worked in project and technical support positions before serving as Technical Support Manager.
Whether you are reviewing existing coverage or considering Final Expense insurance for the first time, you can schedule a call with Orville to discuss your situation and next steps.
Orville's listed service areas span insurance, planning, budgeting, and lending conversations.
Discussing insurance protection intended to help prepare for end-of-life and final expenses.
Supporting conversations about life insurance as part of an overall protection plan.
Helping clients explore health insurance considerations alongside their broader financial needs.
Discussing financial planning and retirement planning priorities in the context of your goals.
Service areas also include budgeting, loans, commercial lending, and mortgage lending.
Proven strategies we've used to help business owners save six figures, protect their estates, and secure tax-free retirement income.
See how we helped an independent consultant structure a permanent life insurance policy within his corporation, enabling him to continue building wealth without affecting his passive income limit.
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After a sudden health crisis, we implemented a "Triple Play Strategy," combining corporate-owned life insurance, a holding company, & family trust to secure a business owner's company, retirement, & family's future.
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We recently helped a business owner protect his 7-figure portfolio from high taxes upon his death. He secured immediate business capital, cleared debts tax-free, and passed wealth to his family without selling any assets.
Read Full Article →Schedule a call with Orville to discuss Final Expense insurance and your protection planning questions.
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