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:
- 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
Charges are currently waived for this service.