Plan today for tomorrow's peace of mind.    
  Frequently Asked Questions


1. Q: Are the financial benefits in my Purple Shield Plan taxable?

    A: No. When a plan is sponsored by a funeral home, all the money

    grows with tax-free interest and is also payable to your family tax

    free as well.

 

2. Q: Do I ever need a medical to qualify for a plan?

    A: No. None of our products require that you have a medical exam,

    and we offer plans that anyone can qualify for regardless of age or

    health.

 

3. Q: What happens if I move?

    A: Our plans are transferable penalty-free even from province to

    province.

 

4. Q: What happens if I go into a nursing home?

    A: The money in your plan is sheltered and cannot be touched by

    anyone but yourself. This includes nursing homes, income tax,

    lawyers and estate costs.

 

5. Q: Can I shelter extra money in my Purple Shield/ FamilySide Plan?

    A: Yes. Many people put extra money aside in their plan to help out

    with extra costs that may occur such as: flowers, luncheons,

    cemetery expenses, donations, traveling expenses, and other things.

    Some people choose to put extra money aside just so that their

    family has immediate financial help. However, because of the

    attractiveness there are limits on how much money a person can

    shelter in a single plan.

 

6. Q: Is my money protected for as long as I live?

    A: Yes. All of our plans are backed by a company called Assuris, and

    are protected for your security.

 

7. Q: What happens when I pass away?

    A: Usually one simple mention to your local funeral home about your

    plan will be enough. From here, we take care of all the details and

    paperwork in conjunction with your local funeral director. We always

    encourage families to let their funeral home know that they have a

    Purple Shield Plan in place.

 

8. Q: Can I pay for my monument or marker with a Purple Shield Plan?

    A: Yes. Purple Shield works closely with monument companies

    throughout Canada. You can lock in the cost of your monument at

    today's prices through a Purple Shield Plan.

 

9. Q: What is the best way to record my wishes?

    A: When you set up a Purple Shield Plan, we also give you a

     Wishes and Memories Planning Guide free of charge.

 

10. Q: How can I start a plan?

      A: The easiest way is to sit down with one of our many qualified

      preplanning consultants for a free informational meeting. They can

       show you all the benefits in great detail, and help you choose the

      plan that's right for you and your family.

 

To set up a free consultation all you have to do is call 1-800-661-8959.