• Home
  • SERVICES
    • Our Value Proposition
    • Insurance Policy Reviews
    • Individual Exec. Benefits
    • Estate Planning
    • Shareholder Funding
    • Key Person Insurance
    • Collateral Life Insurance
    • Personal Risk Management
    • Downloadable Brochures
  • COMPLIANCE
    • Privacy Policy
    • Anti-Money Laundering
    • Complaint Review Policy
    • Contributions
    • Conflicts of Interest
    • Fair Market Competition
    • Use of Client Information
    • Client Complaint Form
    • Downloadable Policies
  • CONTACT
  • FR
  • OUR TEAM
  • Assurances LMB
  • More
    • Home
    • SERVICES
      • Our Value Proposition
      • Insurance Policy Reviews
      • Individual Exec. Benefits
      • Estate Planning
      • Shareholder Funding
      • Key Person Insurance
      • Collateral Life Insurance
      • Personal Risk Management
      • Downloadable Brochures
    • COMPLIANCE
      • Privacy Policy
      • Anti-Money Laundering
      • Complaint Review Policy
      • Contributions
      • Conflicts of Interest
      • Fair Market Competition
      • Use of Client Information
      • Client Complaint Form
      • Downloadable Policies
    • CONTACT
    • FR
    • OUR TEAM
    • Assurances LMB
  • Home
  • SERVICES
    • Our Value Proposition
    • Insurance Policy Reviews
    • Individual Exec. Benefits
    • Estate Planning
    • Shareholder Funding
    • Key Person Insurance
    • Collateral Life Insurance
    • Personal Risk Management
    • Downloadable Brochures
  • COMPLIANCE
    • Privacy Policy
    • Anti-Money Laundering
    • Complaint Review Policy
    • Contributions
    • Conflicts of Interest
    • Fair Market Competition
    • Use of Client Information
    • Client Complaint Form
    • Downloadable Policies
  • CONTACT
  • FR
  • OUR TEAM
  • Assurances LMB
The Insurance Advisory Group Inc.
https://i.vimeocdn.com/video/1660475525-1c66ce72da91c05340bfea9ff9999fd2ac5a9315640d91bb6205c52b2040bfb0-d

Planning Your Future

IAG provides unique individual insurance and financial solutions for:


  • Estate and business succession planning


  • Private corporation shareholder risk management


  • Executive benefits and personal asset growth for high-net worth individuals

DO YOU HAVE AN EXIT PLAN FOR YOUR BUSINESS UPON RETIREMENT, DEATH, OR PERMANENT DISABILITY?

Preserving wealth through insurance and estate planning is a complex responsibility and its success is dependent on the depth and breadth of knowledge and experience delivered by your insurance advisors.


IAG offers specialized solutions for managing the full portfolio of insurance, business succession, estate planning, and tax benefit products for business executives and high-net worth families.


Our results are driven by knowledge of financial products, relationships with insurers and prudent advice to our clients. We are committed as a firm to developing a deep understanding of our clients' goals for estate planning from a personal and professional finance perspective.


 Copyright © 2024 The Insurance Advisory Group Inc.


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