Jessil Serna | Income Protection Architecture

Income Protection Architecture · Alberta

Your income built your life. Let’s make sure it’s structured to survive.

Strategic income protection for self-employed professionals and business owners earning $100k+ — designed to protect your earning power, reduce exposure, and explore premium structures that may return value later.

Private assessment · Strategy-first approach · Serving Alberta professionals

If your income stopped tomorrow, would your business and household remain stable?

⚠️
Your fixed costs keep moving
Mortgage, payroll, overhead, debt, and family expenses do not pause when income does.

💼
Self-employed income has no safety net by default
Many professionals have strong earnings but weak continuity planning.

💰
Premium efficiency matters
Protection should be evaluated as a structure — not just another monthly expense.

Know whether your setup is properly structured
Get a clear assessment of income stability, protection gaps, and recovery options.

$100k+
Income-focused positioning
30+
Professionals & owners
3
Core protection areas
$0
Cost for your assessment

Licensed — Accident & Sickness

Licensed — Critical Illness

Income Protection Focus

Alberta-Based

Virtual & In-Person Available

You’re already paying to protect your income. The question is whether you’re doing it efficiently.

If two protection structures offered similar income protection, but one could potentially return eligible premiums after a set period if you never claimed, which one would you want to understand first?

Traditional Protection

$0 Back If Unused

  • Monthly premiums paid
  • Protection only
  • No recovery if unused
  • Viewed as a sunk cost
Structured Protection Strategy

Protection + Recovery Potential

  • Monthly premiums paid
  • Income protection included
  • Eligible premiums may be returned
  • Built with cash-flow awareness

A $400 monthly premium becomes a serious number over time.

For business owners and professionals, protection cannot just be about coverage. It has to be about structure, efficiency, and long-term value.

Monthly premium
$400
Over 20 years
$96,000

With a traditional structure, that premium is usually gone if unused. With a return-of-premium structure, eligible premiums may be recoverable if conditions are met.

Return of premium depends on product terms, eligibility, policy conditions, and carrier rules.

The Income Protection Architecture

A strategy-first process for self-employed professionals and business owners who want clarity before committing to another policy or premium.

01
Income Stability Review

We review how your household, business, and obligations depend on your ability to keep earning.

Discovery

02
Protection Structure Analysis

We examine gaps, overlap, inefficient premiums, and whether recoverable premium options may fit your situation.

Analysis

03
Strategic Recommendation

You receive clear options based on your income, obligations, family needs, and long-term premium efficiency.

Private Assessment


Book your assessment →

Built for professionals who depend on their income.

Best Fit

  • Self-employed professionals
  • Incorporated business owners
  • Contractors and trades business owners
  • Realtors, mortgage brokers, consultants
  • Professionals earning $100k+

Not Ideal For

  • People only looking for the cheapest option
  • Short-term thinkers
  • Anyone unwilling to review their current structure
  • People with no stable income to protect

Protection built around income, continuity, and efficiency.

The goal is not to collect random policies. The goal is to build a protection structure that makes sense for your income, family, business, and cash flow.

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Critical Illness Protection

Lump-sum protection if diagnosed with a covered illness, giving you flexibility during recovery.

Recovery capital

📋

Disability & Income Protection

Monthly income replacement designed to protect household and business continuity if you cannot work.

Income continuity

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Return-of-Premium Structures

Certain plans may return eligible premiums if coverage is never used, depending on policy rules.

Premium recovery potential

Jessil Serna, income protection strategist

A strategy-first approach to income protection.

I help self-employed professionals and business owners review how their income is protected, where their current structure may be exposed, and whether a more efficient protection strategy is available.

My focus is not to sell a policy for the sake of selling a policy. It is to help you understand what would happen if your income stopped — and whether your current protection is structured properly.

Licensed — Accident & Sickness, Alberta

Licensed — Critical Illness, Alberta

Focused on income protection strategy

Serving self-employed professionals and business owners

Virtual and in-person consultations available


Book with Jessil

Before you pay another premium, know whether it’s structured properly.

Book a private income protection assessment. We will review your income, obligations, protection structure, and premium efficiency — then identify what, if anything, needs to change.

Jessil Serna  ·  Income Protection Strategist  ·  Serving Alberta, Canada