Turn protection planning into family readiness

A policy is a promise to a family that will have to locate it, understand it and claim on it at the worst week of their lives. Coverage that nobody can find is coverage that does not arrive on time.

What the family records

• Which policies exist and where. Life, disability, critical illness, group coverage through work.
• Who to call first — you, usually, and that is written down where the family will look.
• What the coverage is for in the household's own words, so the person acting understands the intent.
• Where the paperwork lives. Meravor records the location. It does not hold the documents themselves.

What it does for the practice

• A protection review that the client initiates. The readiness check surfaces the gap; the conversation follows.
• A reason to speak to the beneficiary generation before a claim, not during one.
• An annual prompt that is about the family, not about renewal.

Meravor is not insurance advice and does not assess coverage adequacy. It records what the household says exists. We make no claim about persistency, placement or claim outcomes.

This page is general information about the service, not legal, tax, financial or insurance advice. Meravor is not a law firm. Meravor is operated by Purefox Holdings Ltd., a company registered in Alberta, Canada — PO Box 88044, RPO Walden, Calgary, AB  T2X 4V6. Email reaches us directly at help@meravor.ca, and we answer within one business day.