Some of the concierge services our Associates benefit from include:

• An expansion of marketplace opportunities through innovative marketing concepts and new product development as well as professional development
• In-house tax, legal and actuarial knowledge and support from industry leaders
• Individualized underwriting, marketing and financial services support
• Access to a complete range of innovative, differentiated and proprietary insurance and financial products
• A contractual arrangement that guarantees lifetime ownership of client records, accounts and relationships, and ongoing compensation for servicing those clients
• Security based on the financial strength of the most progressive insurance companies in Canada
• Access to the latest in technology resources including leading edge, customized marketing application software and product support