Asset enhancement (protection and optimization)

Protecting your heirs. Together.
Is this the service for you?
  • Insurance can play an important role in developing a solid estate plan. There are many reasons to review the role of an insurance policy in protecting your assets and transferring wealth to your beneficiaries.
  • Without estate planning, your hard-earned assets and money may not end up in the hands of your loved ones! Our experts will work with you to develop customized solutions for estate, tax planning, wills, trust deeds, special assets, and survivor income.
  • Offer you a detailed analysis based on your needs
  • Determine the type and amount of insurance you may need to protect yourself, your family or your business.
  • Provide you with advice on products and insurers according to your needs
More information

A life insurance policy can:

  • Help circumvent homologation;
  • Ease the burden on family or loved ones;
  • Protect your privacy and that of your beneficiary in matters of estate transfer;
  • Increase the value of the wealth you wish to leave as part of your estate.
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