Services For
Insurance Support
A comprehensive financial plan can provide valuable insights into the nature of a client’s estate today and far into the future.
This process allows us to identify risks to the realization of your client’s goals today and opportunities to make the most of their wealth in the future.
All plans can include a detailed Insurance Needs Analysis to identify immediate needs such as debt payment and income replacement as well as estate needs such as capital gains and tax on registered investments.
The Planning Division has the tools and resources to turn those needs into sales. You have access to some or all of the following services;
Market survey to find the best product and price for your client
Quotes from your preferred insurance providers
Estate Projections to compare and contrast multiple insurance solutions
Clear and concise presentation illustrating the value of your proposal
Full Application and underwriting requirement processing
Complete end to end handling of compliance and disclosure
I look forward to helping you provide your client with an experience worthy of the Brand you have established.