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
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- 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
Our Services
| Business Planning | Individual Planning | Employee Benefits |
|---|---|---|
|
Business Insurance Planning Business Succession Planning Exit Planning Key Person Insurance |
Life Insurance Long Term Care Insurance Disability Insurance Critical Illness Insurance Investment Planning Special Risk Insurance Retirement Planning |
Group Benefits Retirement Employee Wellness Health and Dental Health Spending Account (HCSA) |
Financial Planning Tools – PLANSWELL or RAZORPLAN
– Take a snapshot of your current financial position by hitting the link “RAZORPLAN” above and completing the form, or, take a look at PLANSWELL another great planning tool.
– 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.