Our new Advisor Loan Program, in partnership with Scotiabank, provides streamlined loan access to facilitate the purchase and sale of books of business.
Interested in this program?
Find a loan arrangement solution to meet clients’ financial needs through our partnership lending programs.
A digital tool to identify conversion opportunities for inforce term insurance to grow your business and meet client needs.
Innovative group benefit solutions that are backed by a dedicated support team.
Succession planning is a journey that starts here. Discover a path for your business today – in preparation for the future.
We’re here to help you tackle areas you’re looking to fine-tune or build on to elevate your business.
Maximize your bench strength with a team of experts. Plus, access to advanced market concepts and tools at your fingertips.