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Skip to footer Insurance Services For Advisors CLEAR + COLLABORATIVE + COMPREHENSIVE Equip Your Clients with Insurance Strategies Gain the actuarial expertise and personalized support to confidently deliver comprehensive insurance strategies. DISCUSS YOUR PRACTICE Why Advisors Choose Us: Unlock Success with Insurance Solutions Tap into our actuarial expertise to co-design customized insurance solutions that address your clients’ complex wealth protection and tax optimization goals. Expand your service offerings to include our insurance solutions, enhancing your value proposition and attracting new clients. Enhance your reputation by offering our comprehensive insurance strategies with our multi-generational insights and actuarial precision. Build lasting client relationships with the peace of mind that our succession plan ensures continuity of service. Streamline processes for greater efficiency, allowing you to spend more time focusing on what matters most – your clients. I struggle with insurance, but Taxevity made me look like a pro . My client was so impressed they referred several colleagues.” – Wealth Advisor, ON A client came to me with a salesy insurance pitch . Taxevity’s actuarial analysis showed me the flaws, saving my client from a costly mistake and creating a better solution.” – Accountant, BC I used to dread insurance questions. Now, thanks to Taxevity, I can offer comprehensive solutions that make my clients happy.” – Financial Planner, AB Experience the Taxevity difference. Schedule a case consultation today . Achieve Client Goals with Strategic Insurance Solutions Beyond protecting wealth, we partner with you to design insurance strategies for diverse client objectives. From estate planning and tax efficiency to maximizing charitable impact, we help you deliver comprehensive solutions. Our Actuarial & Financial Planning Expertise Promod Sharma | FSA, FCIA, FEA 416-938-3711 | ps@taxevity.com My actuarial background and experience developing complex insurance products provides the in-depth insights you need to deliver optimal solutions and protect your clients’ wealth.” Jeevan Sharma | CFP 416-570-2365 | js@taxevity.com I specialize in insurance strategies, simplifying complex concepts to ensure your clients receive solutions that seamlessly integrate with their overall financial goals.” Learn more about our team . Advisor Success: Results of Collaboration Problem & Solution Challenge: Advisor managing a complex estate with significant tax liabilities. Solution: Taxevity’s actuarial modeling revealed the potential of a bespoke insurance solution. Result: Client’s estate protected and over $750K in future taxes mitigated Unexpected Benefit Challenge: Advisor sought tax-efficient income for a retired client. Solution: Taxevity’s analysis identified an overlooked opportunity within an existing policy. Result: Increased client’s income by 15% with no additional investment. Let’s discuss how we can collaborate on your unique cases . Seamless Collaboration: How We Support Your Client Success We partner with you to provide a streamlined process for developing Insurance Options tailored to your client’s evolving circumstances. Expect clarity and efficiency at every stage. 1. Develop We leverage our actuarial insights to develop customized Insurance Options tailored to your client’s unique situation and preferred level of detail. Our solutions proactively address potential compliance concerns. We revise the options until you are satisfied. 2. Explain In a video meeting you host, we present the Insurance Options to your client in a clear, concise, and easy-to-understand format. This approach ensures everyone is aligned on the strategies and reinforces your expertise with the client. 3. Implement If any Insurance Options are selected, we help your client apply for coverage. We keep you and your client informed throughout the process. Ready to experience our collaborative approach? Contact us today . Discover the Benefits of Partnership: A Simple 3-Step Process Find out if we’re the right fit for your practice through a quick, confidential process. Discover (1 hour) We learn about your practice and goals. You gain insights into our collaborative approach. Review (1 hour) We discuss potential insurance strategies for your clients and how our partnership can benefit you. Decide (now or later) Choose whether to partner with us to enhance your client offerings. Explore a Partnership: Schedule a Meeting We partner with advisors to provide insurance solutions. For individuals and businesses seeking insurance, please visit our public site at taxevity.com . © 2019-2024 Taxevity Insurance | All rights reserved Public...