Life or health insurance could be a part of your cure
You change. Your risks and opportunities change. Products and tax rules change.
Does your life and health insurance?
Keep well-protected today and for the future with regular checkups.
In a private consultation, you
Describe your symptoms
Answer personalized questions
Ask your questions
Afterwards, we analyze, diagnose and develop proposals for you — an insurance prescription.
In your next visit, you
Get the results
Ask more questions
Decide if you'd like to fill your prescription
Here are common reasons:
Your insurance advisor doesn't stay in touch with you.
Your insurance advisor can't answer your questions to your satisfaction
You haven't had your insurance reviewed in the last three years
You've had a change in your personal or business life
You want an independent second opinion on an insurance proposal you've received.
You're looking for an insurance advisor
You've outgrown your insurance advisor
You've been referred by your accountant, investment advisor, financial planner
Charges are currently waived for this service.