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Insurance Portfolio Review

Insurance Portfolio Review

Regular price $750.00 CAD
Regular price Sale price $750.00 CAD
Sale Sold out

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.

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