Life Insurance

 

Disability Insurance

 

 

Group Insurance

 

 

A great deal of diligent effort goes into selecting a short list of companies.

Strong, well established companies with proven track records make up our short list. Although we maintain a short list of companies for the core of our practice, we are able to deal with banks, trust companies, life insurance companies and mutual fund companies that work with independents like ourselves.
 

Mutual Funds

 

 

Best Rate G.I.C.'s

As rates do fluctuate, we survey the Banks, Trust Companies, Insurance Companies and Mutual Fund Companies regularly.

 

Regardless of the company we select, our practice is to check rates and prices before finalizing paper work thereby making no assumptions. Sometimes we need to use different companies, given your unique situation.

 

Bottom Line - what ever the product, let's make sure that you are not paying too much - and we ensure that.