Life insurance services offered to clients
Planning to leave a significant inheritance?
Consider incorporating a life insurance strategy into your estate planning.
At Eric Bérubé Estate and Insurance Services, we are fully dedicated to designing strategies for using life insurance in an asset diversification context. Over the years, we have acquired solid expertise in this field.
Our strategies are intended for individuals with substantial wealth who are open to optimizing their investment structure in order to improve their well-being and that of their heirs.
Our process is both simple and effective. The first step involves demonstrating the advantages of life insurance to you using a typical example. Next we build a file based on your situation, balance sheet and objectives, which we then have validated by your accountant, tax specialist, lawyer or any other professional you trust. Once the solution has been chosen and implemented, we conduct annual reviews with you. This personalized support sets us apart in the market.