Your Success, Powered by Our Products & Partners
Discover our products and strategic partnerships designed to accelerate your business success.
Helping You Deliver More to Your Clients
Actuarial Expertise at Your Service
Gain direct access to in-house actuarial experts to simplify complex insurance planning for estate strategies, giving your clients greater peace of mind.
Strategic Consulting & Underwriting Support
Navigate underwriting challenges, tax planning, and estate strategies with ease. Our specialized consulting services provide the insights you need to offer top-tier advisory services.
Wealth Leadership That Drives Results
Our wealth solutions team offers expert guidance and customized strategies, helping you optimize portfolios and sales approaches with the support of regional leaders.
Seamless Business Succession
Ensure the long-term success of your practice with our structured succession solutions. We provide clear transition plans with set pricing and payment options to help you safeguard your legacy and your clients.
Helping You Think Bigger & Plan Smarter
Helping You Manage and Grow Your Business
Stay Ahead of Compliance
Smart solutions and up-to-the-minute insights ensure you stay informed and proactive.
Your Digital Advantage
Enhance efficiency, engage clients, and streamline operations with our digital ecosystem and key insights in compliance, business growth, and practice management.
Smart Workplace Solutions
Empower small business owners and HR leaders with tailored health, wellness, and financial benefit strategies through our Workplace Solutions.
Your Success is Our Business
01
Client-Centric Communication
Unlock client value with strategic communication, marketing and engagement solutions
02
Value-Driven Pricing Strategies
Gain a competitive edge through dynamic pricing and innovative business solutions
03
Technology & Process Excellence
Optimize performance with cutting-edge digital tools, best practices, and seamless processes
04
Lead with insight by leveraging market intelligence and continuous advisor growth
Our Partners
List of Insurance Companies
- Public Site | Advisor Site
- Forms & Applications (You must log into Repsource to download this)
- Manulife Rates
- Seg Funds Performance
- Illustration Software (You must log into Resource to download this)
- Public Site | Advisor Site
- Forms & Applications
- Sun Life Rates
- Seg Funds Performance
- Online Illustration
- Public Site | Advisor Site
- Forms & Applications
- Rates
- Seg Funds Performance
- Illustration Software ( Download EVO Insurance)
- Public Site | Advisor Site
- Forms & Applications (Insurance)
- Rates
- Seg Funds Performance
- Illustration Software
Find an Advisor
Let’s build success together