Investment Risk Management
Do you ever wonder if:
- You are paying too many insurance premiums?
- You have the right kind of disability, health or life insurance?
- You really understand all of your insurance options?
- There are better ways to protect your mortgage, farm, business or wealth?
- You will get regular updates about your insurance?
Complimentary Insurance Review
If you knew we would review your current insurance strategy to determine if you have the best coverage at the best price, would you contact us? There is no cost and no obligation to follow through on the recommendations.
Our evaluation of your circumstances may lead to a strategy that includes one or more of the following products:
Provides protection for a specified amount of time. The benefit is paid when the policyholder dies within this specific period. It is renewable so at the end of the specified time you have the option to continue the policy or cancel it.
A flexible policy under which you can compliment your investments, retirement, business or estate plans.
Comprehensive Monthly Disability
Replaces income when you are unable to work as a result of illness, injury or disease.
Pays you a lump sum upon diagnosis of certain serious illnesses.
Extended Health and Travel
Options cover expenses such as dental and eyewear, plus travel insurance protection.
- Our buying power carries preferred premium rates.
- Your risk management recommendations are tied to your overall financial strategy. Your Allied team is kept informed of changes made to your risk management strategy.
- We are an independent broker - no big company influence.