Get a second opinion about your life insurance.

This is the stage where our advisors will compile all the data we collect from you and arrive at a recomended amount of insurance. We will then "shop the market" on your behalf and allow various companies to compete for your business. There are several products in Canada and rates, this is where we utilize our expertise to find the right product for you at a price you can afford.

At this stage we will request a meeting, preferably in person, at a time that is most convenient for you either in our offices or in your home. Our advisors will present the options we have brokered on your behalf and explain the insurance illustrations to you, and help make a suitable recommendation based on your needs and budget. At this stage, if you feel comfortable with proceeding with an application, our advisors will take an insurance application and submit it to the insurance underwriters for review. If you wish to have more time to think about your options, or would like some alternate quotes, we will typically book another meeting and present alternate quotes.

If your policy is approved, we will book a meeting to go over your policy with you in detail, explain the benefits and cost of insurance, as well as address any further questions you might have. We aim to review your insurance policy annually and ensure that you have the appropriate amount of coverage and that it is suiting your needs. If there are any changes or additions to be made in the future, we are available at any time to assist you! We are here for you from the initial meeting, to planning and development, as well as claims handling.