Supporting you
and your clients
with care and
expertise

When it comes to insurance, we’ve got you covered.

The financial services industry is complex. From insurance to investments, taxation to estate planning, there are endless focus areas and products to offer your clients, and it can be difficult to make confident recommendations outside your area of expertise. We’re here to support you and your clients with care and expertise, always putting your client’s needs first.

A financial advisor advising an elderly lady

Financial planners

Professional financial planners

As a professional financial planner, you build deep and trusting relationships with your clients. You know their needs better than any of their other advisors, and have a full picture view of the different products and strategies that can help them achieve their goals. But it can be tough to transition from creating the big-picture plan to diving deep into the details of product implementation. That’s where we can help. We’ll partner with you to implement the insurance pieces of your plan for your client.

two professional advisors discussing statistics

Accountants, lawyers, etc.

Accountants, lawyers and other professional advisors

You’ve built a strong relationship with your client and are often the first person they call if they have a question or need help. You have deep expertise in your area of focus, but you’ve noticed your client could benefit from insurance – whether its to protect them or their family or business, or grow and optimize their wealth. That’s where we can help. We can support your client with a risk assessment and an insurance audit that looks at their current coverage, then make recommendations that will help meet their needs.

How we can work together

Most professional advisors come to us in one of two ways:

  • A professional financial planner has worked with their client to create a plan tailored to their unique needs. They have a deep and trusting relationship with their client and can see what their client needs, but need support implementing their recommended insurance strategy and products. That’s where we come in.
  • An accountant, lawyer or other advisor has built a trusting relationship with their client, but identifies a gap and knows their client needs insurance to fill it. We’re here to support your client with a full risk assessment and insurance audit. Then we’ll present our findings and can support implementation, getting the right products and strategies in place to make sure the client is protected.

The good news? We’re here to support you in the way that’s best for you and your client. And we’ll never put pressure on you or your client to buy a certain product. We’re here to be a sounding board for you and provide our insurance expertise to your client – not to make a sale.

You’re a trusted advisor to your client. We’re here to be a trusted insurance advisor to you. Every recommendation we make is guided by one principle: doing what's right for your client. Your client’s goals and best interests always come first.

Ready to work together or have questions?