Since 1987, our focus has been to assist entrepreneurs, professionals, families, and individuals in managing their investment portfolios, insurance portfolios and to get to know what is important to them in order to make suitable recommendations in their best interests without any conflicts of interest.
With the optics to face the dynamics of life’s critical financial events we work to mitigate risk, grow, and protect assets, provide tax-efficient, tax deferral strategies, and solutions that allow for a smooth transition of an estate or business assets to the beneficiaries or surviving partners.
We work hand in hand with Actuaries, CAs, CPAs, Lawyers, Notaries, and Tax Experts to integrate the solutions for each unique situation.
INTEGRITY, PROFESSIONALISM, and TRANSPARENCY are at the heart of everything we do. Our priority is in developing privileged relationships with entrepreneurs, professionals, families, and individuals eager to take full advantage of our expert advice, our resources and applying the strategic solutions that correspond to their corporate, professional, or individual needs. Your interests and the achievement of your goals are at the heart of our doctrine that gives you the opportunity to live a healthy and organized life.
Get a free insurance quote today. With just a few simple steps, compare insurance rates amongst all of our partners. With the help of a licensed advisor, you will be able to determine which insurance is best for you and your loved ones.
Our goal is to provide you with an independent overview of all the possible insurance options in order to simplify your choice while maintaining peace of mind.
MANULIFE QUICK ISSUE TERM™
Let’s face it – life moves fast. So should your insurance. Manulife Quick Issue Term™ is designed to keep up with your busy life and can help get you covered – fast. No paperwork. No needles. It really is that simple!
If you’re between 18 and 50, getting the coverage you need, up to $500,000, is simple with Manulife Quick Issue Term because it’s:
Easy – complete the electronic application with your advisor in minutes – in person or over the phone;
Quick – expect a response in as little as one business day, in most cases;
Convenient – enjoy less intrusive underwriting – no needles or fluids and fewer medical questions.
And, with the option to change to permanent insurance, you’ll secure your option to have permanent protection for life. Looking for additional protection for your children? Consider adding a Child Protection Rider.