Insurance Portfolio Review

We will take your entire insurance portfolio (personally-owned or corporately-owned) and do a comprehensive review for:

• coverage amounts, and suitability (all products)
• cash values & dividend performance (whole life)
• tax efficiency, ownership and beneficiary analysis
• options for accessing accumulation accounts (UL) or cash value (WL)
• living benefits (critical illness and disability insurance) coverage
• premium and cost-of-insurance review
• analysis of capital dividend account (CDA) on corporate policies

The analysis will be completed by a qualified, experienced Insurance & Estate Specialist and be peer-reviewed prior to completion.