Insurance products have pitfalls. Advisors vary in expertise and intent. Who's your advocate? Who answers the questions you may not know to ask?
Clients
Taxevity serves entrepreneurs, families and donors who are healthy, wealthy and wise.
Services
Prescription
Taxevity conducts independent, fee-only Actuarial Insurance Reviews. The analysis takes place in private. Your advisor need not know a thing. You also get a satisfaction guarantee.
Pharmacy
You can take your prescription to any advisor. If you prefer, you can now use the Taxevity Insurance Pharmacy instead. The choice is yours.
Who Packed Your Parachute (and how)?
There's no premium for peace of mind.
Exclusions
Generalists compromise. Taxevity focuses exclusively on life and health insurance. There are no services related to investments, employee benefits or financial planning. Where possible, Taxevity gives unpaid referrals to experts in other areas. There are openings in some areas. Suggestions are welcome.
Blog
Here are selected posts from more than 500 written since 2007:
- The Globe and Mail on Canada's "insurance loophole": What else is wrong?
- The risk of financial innovation
- The new prescription for trust
You'll find an extended selection in Insurance 101 and on the Riscario Insider blog
Since generosity is free, where is your advisor's blog?
