UNLOCK YOUR
AUTHENTIC
FINANCIAL PLAN

AREAS OF FOCUS

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+®?

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®?

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®?

Levee’s team is innovative in its approach with our company. We are fast-growing with constantly changing needs. They have been able to adjust to those needs. I am glad they are ‘Part of our Pack.’

ROB SIBTHORPE
LOVEPAC

LET'S BREAK
NEW GROUND