Defensive Financial Services

Leverage solutions designed with strategies that help build a more resilient and secure financial future.

Protect what you love and save up to 30%

Insurance Company has been serving policyholde protecting businesses, mitigating Travel Insurance for added peace of mind.

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IRA / 401K Rollover

It's important to manage your tax-deferred account carefully. Be sure to understand your rollover options before making any decisions.

Annuities

An additional source of lifetime income—beyond your Pension and Social Security.

Tax Free Retirement Income

Generate tax-free retirement income by leveraging IRS Section 7702-compliant life insurance plans.

Life Insurance

Shift the financial burden to the life insurance company for added security and peace of mind.

Mortgage Protection

Ensure your mortgage is paid off in the event of the mortgage holder’s passing.

Final Expense

Affordable life insurance designed to cover funeral costs, medical bills, and other end-of-life expenses—providing peace of mind for your loved ones.

Affordable Care Act (ACA) Plans

We help to find and manage affordable ACA-compliant health plans—from selection to renewal.

Medicare Advantage (Part C)

We help to find the right fit for your needs of Medicare Advantage plans—combining Parts A & B with added benefits like vision, dental, and Prescriptions

Medicare Supplement Plans (Medigap)

We help you find the right Medigap plan to reduce medical expenses and protect your retirement income.

Debt Management

Reducing or eliminating debt improves your cash flow and accelerates your path to building wealth.

Estate Planning

Safeguard your financial assets from litigation and minimize exposure to unfavorable taxes.

Will and Trust

Key tools to protect your assets and ensure your wishes are honored.

Defensive Financial Planning

Make smart financial decisions now, so you're prepared when it matters most.

Shift the financial responsibility from your shoulders to a trusted life insurance

Leverage solutions designed with strategies that help build a more resilient and

Shift the financial responsibility from your shoulders to a trusted life insurance

Experience a rewarding career where you grow both personally and professionally.

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Maria Marlin Retired Govt Officer, ON, Canada

Very helpful fully explaining the different plans. Cash value is accessed via loans, which accrue interest and reduce cash value our valuable items.

Maria Marlin Retired Govt Officer, ON, Canada

Very helpful fully explaining the different plans. Cash value is accessed via loans, which accrue interest and reduce cash value our valuable items.

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