Insurance Clinic

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.

The Process

1. In a private consultation, you
   • Describe your symptoms
   • Answer personalized questions
   • Ask your questions
2. Afterwards, we analyze, diagnose and develop proposals for you — an insurance prescription.
3. In your next visit, you
   • Get the results
   • Ask more questions
   • Decide if you'd like to fill your prescription

Why Visit?

Here are common reasons:

• You have questions about insurance products or insurance strategies.
• 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

The Charge

Charges are currently waived for this service.