Products
Every solution adapts to your situation and your goals. Get in touch and we will design the right plan together.
Guaranteedretirement
We help you design the right solution so that in your golden years you enjoy the peace of mind and freedom you deserve.
- Tax-free
- Access to funds in case of illness
- Protection in case of disability
Who is it for?
For anyone who wants their retirement to not depend on market swings, and would rather know what they can count on each month.
How does it work?
Together we define how much you can contribute and over what period. The plan builds value during your working years and, at retirement, turns into income you can draw on a regular schedule.
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Guaranteededucation
Today you can secure their tomorrow with a solution that grows alongside their dreams.
- Covers education expenses
- Builds value over time
- Helps pay for a wedding
- For the down payment on a first home
Who is it for?
For parents and grandparents who want a child’s education settled, whenever they start.
How does it work?
The plan grows over time and is available when it is time to study. If the student’s path changes, the accumulated value is still there for other projects.
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Permanentlife insurance
Protection that does not expire and that also builds value you can draw on during your lifetime.
- Protection for their whole life
- Savings with high growth potential
- Living benefits
- Tax-free
Who is it for?
For anyone looking for protection that does not expire at a certain age and that also builds value they can draw on during their lifetime.
How does it work?
It combines life insurance coverage with an account that builds value. It stays in force as long as the policy does, without the expiry date of a term policy.
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Executive bonus plan(Tax strategy)
Designed for business owners looking to maximize their benefits and strengthen their future.
- Reduces your tax burden
- Grows your wealth
- Protection for your business and your family
- Rewards and retains key talent
Who is it for?
For business owners and independent professionals who want to reward their key people and put their own strategy in order.
How does it work?
The company funds the policy for the employee or for the owner, and the beneficiary owns it from day one. That makes it an incentive the person experiences as truly theirs.
Get in TouchHow we start
We talk
A first call or video call to understand your situation, your goals and your timeline. No commitment.
We design
We put together a proposal with the options that fit you, explained in plain language and with the numbers in front of you.
We stay with you
If you decide to move forward, we handle the paperwork and keep working with you: a financial plan is reviewed, not signed and forgotten.
Our Lines of Expertise
- Indexed Universal Life (IUL)
- Living Benefits
- Annuities
- Executive Bonus Plans
- Buy/Sell Agreements
- Key Person Insurance
- Retirement Plans
- Full Cycle Protections