Our Services
Audit of your life, critical illness and disability insurance policies
Underinsured or overinsured? Perform an audit of personal insurance contracts: we will study the clauses, conditions and guarantees of your current insurance contracts in order to verify that they are well suited to your situation while ensuring that the tax component is maximized.
Signature of a fee agreement
Signature of a mandate for access to your contracts with insurance companies
General information via various meetings
Submission of the report with text explanation and communication of the various sources.
Proposal for a possible partnership.
Establishment of specifications
The purpose of establishing specifications is to allow you to carry out an analysis against the current of what is currently practiced on the personal insurance market. Indeed, traditionally insurance companies present you with so-called standard products but are inserted into concepts that are more complex from each other with some possible adjustments, particularly at the level of guarantees, holder and beneficiary.
We offer you the development of concepts according to criteria specifically related to your reality and objective for you, your family and your business. In addition to the advantage of tailor-made, this will allow you to compare only the products relevant to your situation. Of course, our Management department can take care of calls for tenders and pricing negotiations with the insurers or brokers of your choice.
Comparative analyzes
There is no shortage of life, critical illness and disability insurance offers. You are probably regularly asked to subscribe to new offers. To help you see more clearly, we offer a comparative analysis of insurance contracts. After studying your needs, you will receive a report setting out clearly and concisely the strengths and weaknesses of each offer.
Claims management and follow-up
The purpose of the insurance is to protect the interests and continuity of the insured, their estate and businesses in the event of a claim. Given the complexity of contracts and the resulting differences in interpretation between insurers and their policyholders, it is often the latter who suffer the negative consequences at the time of settlement.
We put at your service our know-how and our experience in the management and follow-up of claims to resolve these situations in the best of your interests in the following areas:
Serious illness
Life
Disability
Fond distinct
Insurance portfolio management
The purpose of insurance portfolio management is a real and complete partnership relationship in the sense of the defense of your interests and in particular the implementation of the necessary work (after-sales service).
After the phase mentioned above, insurance portfolio management revolves around the following points:
Verification of insurance policies
Periodic risk check
Claims management and follow-up
Verification of notices of expiry and in general of all documents issued by insurance companies.
Follow-up and annual report submitted to the professional (accountant and tax specialist) of the client
The intergenerational transfer of wealth
Ensuring a smooth and efficient transition of your wealth to the next generation requires both thought and analysis. We can assist you in setting up a plan adapted to your personal, tax and corporate situation.
Concepts d’assurance
Leverage with an insurance contract
Business Continuity Planning
Pension insurance plan
Small business owner insurance solution
Can you risk losing everything you've built?
Planned giving
Division of interests in a life insurance contract
Immediate financing plan (PFI)
