Option 1 - Basic

  • Discovery Process with advisor and client
  • Survey and pricing for all major insurance carriers in Canadian market
  • Strategy Blueprint to client and advisors outlining relevant insurance related tax and estate planning strategies
  • Oversight and administration of all policy medical and financial underwriting
  • Placement and maintenance of policy
  • Annual review

Option 2 - Implementation

  • All features of Option 1, plus
  • Strategy Blueprint with detailed technical analysis
  • Detailed memorandums with all related legal and accounting strategy considerations to advisors
  • Implementation with advisors – Strategy Wealth Advisors will pay all your strategy implementation related accounting and legal fees

Option 3 - Verification

  • All features of Option 1 and Option 2, plus
  • Strategy Wealth Advisors will provide a third party legal opinion on any strategy for implementation from a Law Firm specifically for the client and their advisors