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. He is your point of entrance and your project leader for all your high value cases.

Its 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.

Its 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.

Its 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

Questions?

Contact us