Services
Comprehensive insurance and estate planning solutions.
Core Life Insurance
We offer comprehensive coverage across the USA and Canada, including Term, Whole Life, UL, IUL, and GUL policies.
Corporate Protection
Safeguard your business continuity with specialized corporate buy-sell plans and key person insurance.
Estate & Wealth Transfer
Secure your legacy and optimize your tax liabilities through strategic estate tax insurance plans and wealth transfer planning.
Policy Analysis & Consulting
Get expert guidance with comprehensive insurance consulting, cross-border policy reviews, portfolio analysis, policy evaluations (ACB & FMV), and expert testimony.
Leveraged Insurance (IFA) Audit
Independent analysis of your Immediate Financing Arrangement (IFA): projected net outcome, adverse-scenario stress testing, and exit costs.
Actuarial & Software Services
Leverage our technical expertise for mathematical projections, policy software development, MTAR / MEC compliance, and policy exempt testing.