With a few simple steps, you can get started with a Private Insurance strategy in just a matter of weeks.

  1. We’ll help collect your underwriting information and start a conversation about your business, your company’s major risks and discuss risk financing options.
  2. We’ll deliver a detailed insurance feasibility report backed by detailed actuarial calculations that shows your business multiple coverages and Insurance limits available in the Segregated Assets Plan model, along with the associated costs and timelines of each option.
  3. You and your business advisors will select the coverages that make the best sense to you, as well as a timeline for your implementation.

Once you are a client, risk review and renewal decisions will be performed on an annual basis. At each review you will be able to determine whether to continue Segregated Assets Plan operations, to adjust participation, or even to cease participation and wind down the Segregated Assets Plan.

Contact us today to get started on your complimentary Risk Assessment Questionnaire.