Taxevity

PPI Advisory

PPI Advisory is the primary intermediary between Taxevity and the insurance companies. PPI Advisory has a solid team, including underwriters, accountants and lawyers. This helps ensure attention to detail and quality. PPI Advisory specializes in the high net worth market and has a strong voice with the insurers because of the volume of business written (approximately 30% of the new life policy sales in this niche).

Here are the insurers used

• BMO Life
• Manulife
• RBC Life
• Standard Life

Website: ppi.ca

Change In Name

PPI Financial Group was renamed PPI Advisory on Aug 12, 2010. You may be more familiar with that name and the prior logo.

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