With access to a comprehensive suite of products and services from industry-leading partners, you're empowered to deliver the best advice tailored to your client's unique needs.
Insurance solutions
Life insurance
- Term insurance
- Participating / Non-participating insurance
- Universal life insurance
Workplace solutions
- Group benefits
- Group savings
Living benefits
- Critical illness insurance
- Disability insurance
Affinity
- Health and dental insurance
- Travel insurance
Investment and banking solutions
Segregated funds
Annuities
Guaranteed investments
Banking products
Strategic partners
We believe in the power of collaboration
That’s why we have partnered with industry leaders like Conquest, AdvisorStream, Life Design Analysis, myHSA, and more. These partnerships enhance our ability to support you with cutting-edge technology, ensuring you have everything you need to thrive in a dynamic industry.
Our alliances
We have established relationships with over 20 financial service providers who are equally committed to supporting the success of independent advisors. They align with our mission to support advisors with exceptional advice, paired with high-quality insurance and wealth management solutions.