Are You a Successful Professional?
You’re a high-income earner, and you’ve set a course for yourself and your family to be self-sufficient. You want to reach that goal of self-sufficiency as quickly as possible, making as few mistakes as possible. Your biggest asset is your ability to earn income, and you don’t want to lose it. Your goals and dreams would take a significant hit if you became disabled, got critically ill, or died during your working years.
What We Offer to Successful Professionals
You may have existing insurance and want a second opinion to make sure it is the right one for you or that it is the best it can be. Or you’re looking to work with an advisor who not only excels in what they do, but also have values that define their work, beyond just selling insurance products. We can help backstop your plans for self-sufficiency and protect you and your family from financial loss due to disability, illness, or death.
Services for Successful Professionals
- Life Insurance Needs Analysis
- Disability Insurance Management
- Disability Income Insurance
- Disability Business Overhead Insurance
- Critical Illness Insurance Gap Analysis
- Income Earner
- Advisor Team Coordination
- Ongoing Planning Resources
- Estate Planning
- Power of Attorneys
- Representation Agreements for Healthcare
- Income and Asset Modelling
- Retirement Planning
- Tax Planning
- Debt Management
- Tax Liability Calculator