PPI is a pre-eminent national marketing organization with the size, scale, and investment in infrastructure to position you to compete.
A track record of developing innovative, proprietary and enduring insurance-based products that are utilized in customized solutions, together with leading edge technology support and an ongoing resource commitment keeps our advisors at the forefront of change.
The PPI team is comprised of respected industry leaders who are instrumental in furthering industry integrity, policies and innovation. Benefit from our strong, stable relationships with insurance carriers for the design, development and dedicated support of products.
If you want to shape client dreams into legacies and to accelerate your own business opportunities, contact one of our marketing channels today: PPI Advisory in the high net-worth market and PPI Solutions in the broader market.
We’re an essential link stretching across Canada, supporting local needs with the benefits of a strong national presence. Poised to serve the full spectrum of the market, PPI empowers you to excel in business and in life.
Canadians have so much to gain by taking the time to plan ahead. At PPI, we see ourselves as the bridge between the insurance companies,
the advisor and their clients. Our role is to build the spirit of trust and present the calibre of estate planning and customized solutions that encourages great things to happen.James A. Burton, Chairman and CEO
PPI is not simply about selling insurance. Our deeper role is to challenge people to dream – to plan, and create a legacy. We believe the life needs to be put back into the world of life insurance. PPI champions a process that puts planning first – starting by stepping outside the box to evaluate the clearest course of action. PPI enables advisors to help their clients realize those dreams – for their family, their business and succession planning. The road we take is consultative and collaborative – moving forward in an open spirit of partnership.
PPI is one of Canada’s leading marketers of insurance solutions. But for all the services we offer, we measure our worth in terms of the trust we build along the way. Trust is earned by solving the issues and delivering the goods – a point we never get tired of proving. It applies to everything we do: PPI offers an unmatched level of actuarial, tax and specialized expertise – encompassing all aspects of life insurance, including its design and custom application. At PPI, we provide our advisors with every tool necessary to deliver results for their clients, strengthening their connection as trusted business partners.
PPI is comprised of two distinct groups – PPI Advisory serving the high net-worth marketing and PPI Solutions catering to the broader market – allowing us to offer a finely tuned array of insurance products and services.
Whether you work with PPI Advisory or PPI Solutions, you can leverage the benefits of partnering with PPI, an industry leader. Expect dedicated support in the critical areas of marketing, planning concepts and smart technologies to better grow your business. Leading the way, our PPI Toolkit is strategically designed to help advisors increase their revenues with features including custom presentations and sales concepts. All materials are branded to the individual advisor and compliant with CLHIA standards. The level of dedicated support steps up for PPI Advisory with premium assets like the Professional Resource Centre for advanced planning. This online knowledge base offers exclusive access to PPI’s extensive library of tax and estate planning educational material, case studies and technical strategies.