At Kurylo Insurance Services Ltd., we’re all about the process.
In our first meeting, we’ll describe our services and find the best solution to fit your needs. Whether you are looking for a single transaction or a full planning relationship, we will listen and respond accordingly. After that, we’ll sign a Performance Agreement and move forward with regular meetings.
With all of our services, including Life Insurance, Living Benefits, Retirement Planning, Business Insurance Planning, and Employee Benefits, we aim to maintain a high level of integrity. We are proud to have lifelong relationships with many of our clients. We want to work closely with you to make sure your needs are met.
Our Practice Standard
- Establish and Define the Engagement
- Gather Client Data
- Develop and Present the Financial Plan or Insurance Package
- Review and Implementation of the Financial Plan or Insurance Package
- Review the Financial Plan or Insurance Package
|Business Planning||Individual Planning||Employee Benefits|
|Business Insurance Planning
Business Succession Planning
Key Person Insurance
Long Term Care Insurance
Critical Illness Insurance
Special Risk Insurance
Health and Dental
Health Spending Account (HCSA)
Financial Planning Tool – RAZORPLAN
– Take a snap shot of your current financial position by hitting the link “RAZORPLAN” above and completing the form.
– Then contact my office to book an appointment to discuss your information.
A 30 minute appointment will help identify all the small details that can make a great difference for your future.