My Insurance department
How We Help
Your team of professionals who will help you manage all of your clients
insurance needs
Signed in as:
filler@godaddy.com
Your team of professionals who will help you manage all of your clients
insurance needs
Do you have clients to whom you have sold Life Insurance that are not engaged in your Customer Service Routine? With whom you have lost contact? With whom you have no review?
Take a minute to think of the risks…….
My Insurance Department is here to help!
Book a consultation with us. We have the process and the team that will:
Inventory your life policies
We earn our keep solely through the revenue generated by the opportunities we create.
We are happy to purchase blocks of business that you no longer want to be part of your practice.
We have met hundreds of advisors who look to reduce risk, drive revenue and strengthen client relationships by engaging our team.
What drives Brian is a quest to be the best in the planning business – offering advisors and clients alike the best possible advice for achieving financial objectives.
With more than 30 years in the business, his absolute core belief is: that people who have a personalized, completed, executed, and protected financial plan will, quite simply, have a better life than those who don't.
Matthew has spent the greater portion of the last 20 years in Financial Services. He is well versed in retirement income planning in both the personal, family, and corporate realm.
Matthew is a Bladder Cancer survivor which makes him very passionate about insurance.
Jon has been in the financial services industry for over 20 years. In 2014, Jon decided to focus entirely on insurance planning.
Jon enjoys helping people protect their financial well-being and reviewing existing life insurance policies with an eye on ensuring the client is getting the most value from their plans.
Many Canadians have purchase life insurance with insurance agents, financial advisors, or their financial institutions. Most need help understanding why contracts they own and if they are suitable for their own situation.
Whether you have an existing advisor or are looking to engage a new advisor, we are able to provide expert advice about your existing insurance policies.
My Insurance Department is here to help.
My Insurance Department is a virtual office environment. We offer non-face-to-face meetings using either Google Meet or Zoom.
Copyright © 2019 My Insurance Department - All Rights Reserved.
Managing General Agency is PPI
EO&E