Service
Offering
What we do for you
Our team of experts offers customized, simple, high-performance solutions that enable advisors to meet the specific needs of affluent clients, professionals and business owners.
Our approach
- Working closely with advisors to implement strategies that protect and grow their clients’ assets
- Ensuring clients objectives are met by providing advisors with knowledge and expertise throughout the entire process
- Providing advisors with materials, concepts and turnkey presentations
- Offering a comprehensive professional and human experience for both advisors and their clients
Our specialties
- Minimizing erosion of estate assets due to taxes on capital gains
- Coping with the loss of a shareholder, senior manager or key employee
- Establishing plans in order to attract and retain employees and management
- Implementing succession strategies for companies
- Maximizing the value of the business in the event of a death, disability or retirement
- Effective planning for retirement income
- Distributing estate assets to heirs equitably
- Leaving a legacy to the community
- And more!
Our process
Our support process is simple and places you at the heart of a collaborative approach with our experts.
STEP 1
Contact your Regional Sales Director - your starting point and project leader for all your high net worth cases.
Their role and responsibilities:
- Product illustrations
- Basic concept illustrations
- Questions about products
- Accompaniment throughout the process
STEP 2
For more complex cases, your Regional Sales Director will connect with a Sales Director, Large Case and National Accounts.
Their role and responsibilities:
- Specific analysis of the case
- Product illustrations
- Advanced concept illustrations
- Tax or legal issues
- Customized presentations for clients
STEP 3
For even more complex cases, the Sales Director, Large Case and National Accounts assigned to your case will involve the Advanced Financial and Tax Solutions team.
Their role and responsibilities:
- Advanced tax, legal or accounting analysis
- Contact and follow-up with the client’s experts
- Production of tax memos or financial planning