Quality Contracts

Our Contracts support the independence of the Associate Financial Advisors.  Our Contracts make it clear that our Associates own their client records and books of business.  Vesting is immediate and unconditional.  Our Contracts cannot be arbitrarily cancelled and all clauses are complete.

 Strong Marketing Support

Marketing specialists are on hand to answer product or concept inquiries and consult on financial planning and case preparation.  Our network is comprised of specialists who are qualifying members of the MDRT, Court of the Table, and Top of the Table, and deal with issues related to Estate Planning, Retirement Planning, Business Succession Planning, Living Benefits, Group Benefits, Health and Wealth Trusts, Investments, Group RRSP’s, Pensions Plans.

In today’s sophisticated market and complex tax environment, a professional who specializes in solutions to complex situations can help provide you with sound advice and add credibility that puts your clients at ease.

Working through your Customplan Marketing Centre, you have complete access to our Insurance Company Partners’ tax, legal, and accounting professionals, as well as access to a national network of unbiased independents. With these two resource groups, you can more easily develop advanced insurance planning strategies for clients with complex needs.

Our Solutions Centre is open Monday through Friday, 8:00 AM to 6:00 PM to assist our associates with quotes, and to answer any questions which may help them in providing solutions to their clients when they are on the road without access to their computers.

Wide Selection of Insurance Suppliers

Through Customplan you have access to a wide selection of key company and product providers in the Canadian Insurance industry.  Please refer to our Suppliers List.

Mutual Funds Relationships

Investia Financial Services Inc.
Partners In Planning Financial Services Ltd.
Union Securities Ltd.
Peak Investment Services

Education

Monday Clinics (Insurance) *
Monday Clinics Investments *
Wednesday Skills Seminars *
Living Benefits Symposiums *
Group Benefits Symposiums *
Critical Illness Seminars *
Underwriting Workshops *
Advisor Master Classes *
Ex Libris – professional book club
The largest specialized audio/video and book library in Canada
* Continuing Education (CE) Credit Certificates

Strong Administrative Support

Virtgate
Act!