Insurance Clinic

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.

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

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.

Arrange a private chat