PRODUCTS
UNLOCK YOUR
AUTHENTIC
FINANCIAL PLAN
Carefully curated, adaptable, insurance-based products to support your goals and secure your future.

POWER OF THE
PRODUCTS
Don’t be fooled by smoke and mirrors. Properly structured financial security plans should take the pressure off, so that you can focus on what you do best.
LEAVE YOUR
PERCEPTIONS
AT THE DOOR
Yes, insurance can be cool.

SafeCapital+®
Re-imagine legacy planning.
Highly tax-effective, inter-generational asset transfer.
— Uncluttered
— High returns
— Guaranteed low volatility
— CDA credits
— Access cash tax-free
Imagine a legacy plan that protects your next generation while enhancing your lifestyle today.
Want to learn more about SafeCapital+®?
CONTACT US
CONTACT US

StrengthForward®
It’s time to take care of everything you’ve built.
Cost-effective solutions to preserve the value of your company in case life throws you a curve ball.
— Protect your company’s profitability
— Stay independent from the bank
— Guaranteed low volatility
— Support your employees
— Secure your legacy
As a partner or an owner, we’ve got you covered.
Want to learn more about StrengthForward®?
GET IN TOUCH
GET IN TOUCH

ClearCost®
Take the mystery out of group insurance.
ClearCost allows you to control your rates and empowers you with choice and flexibility.
— Protect you and your employees from rate spikes
— Simplify risk management
— Account for every dollar spent
Group insurance shouldn’t be deceptive.
It’s time to elevate the benefits experience.
Want to learn more about ClearCost®?
REACH OUT
REACH OUT
LET'S BREAK
NEW GROUND
GET STARTED
GET STARTED