Services for professionals
Professionals: are your clients really benefiting from the best life insurance strategies?
Accountants, tax specialists and lawyers rely on our expertise to guide their clients looking for advice to optimize their life insurance strategy.
By doing business with us, these professionals ensure that they are accessing the latest methods for using life insurance as an estate planning tool.
Various options are possible:
You recommend a client to us and we offer a turnkey service.
We provide our opinion on an insurance proposal prepared by a third party.
We work with your client’s insurance advisors to develop a complex insurance strategy.
We advise you so your clients don’t miss any opportunities.