Your financial plan may include incorporating insurance. In the event of your death, life insurance can provide income to your spouse/dependents and can also fund your estate, corporate and personal tax, as well as other liabilities.
With our in-house insurance consultant, we will ensure your insurance needs are taken care of with many solutions available from several insurance carriers.
Benji is insurance licensed, which means he will be your agent of record for your policy and the main point of contact for all of your insurance solutions and questions!
If you already have insurance in place but would like to change the agent to Benji, this can also be arranged for you.
See below our team's visual snapshot of the new insurance application process:
Receive quotes from different carriers to see what is best for you/your family
Life Design analysis presented
Telephone interviews conducted with insurance company
At-home medical exam may be required. Receive our ‘Medical Checklist’ to help appointment go smoothly
Application approved and signed
Monthly/annual premiums are scheduled/paid