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Life insurance

The value of participatory life insurance policies

Participatory life insurance policies generally have access to investment that a labda person does not necessarily have access to. These investments are generally extremely targeted and require a significant investment of capital to be able to invest in this style of project.

Alternative investments play an extremely important role in your insurance policy. The rest in video.

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Filed Under: Life insurance

Maximize your assets without headaches!

In a current portfolio, we are used to having real estate investments, TFSAs, RRSPs, mutual funds, segregated funds, etc. Our firm obviously suggests acquiring all these assets in your portfolio, but also dedicating an important place to insurance.

This will help you meet both your need for insurance and satisfy your need to establish an additional investment vehicle. The rest in video.

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Filed Under: Life insurance

Why do business with Planico for your finances?

One of the reasons why you should do business with our company is that in addition to taking care of your personal financial planning, our team can also ensure the bread-making of your clients. Thereby increasing the relationship and the close relationship you will have with them, our financial services firm guarantees to be attentive to the real needs of your customers.

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Filed Under: Life insurance

Is it possible to insure my child?

Many parents care a lot about their children’s future. So much so that at times, you have probably wondered if it is possible to take out permanent life insurance (or other) for your offspring now.

The short answer is yes (without a doubt). However, we do not encourage you to embark on such a process if your personal situation (as a parent) is not already optimized. More details in video.

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Filed Under: Life insurance

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Mutual Fund Liability Limitation

Segregated Funds Limitation of Liability

Limitation of liability relating to guaranteed investment certificates

Please send an email to : communications_ventes@investia.ca for additional information regarding disclaimers.

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Mutual Funds and/or Exempt Market Products and/or Permitted Exchange Traded Funds are offered through d’Investia Services financiers inc.

Insurance products are offered through PPI Management.


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Planico - Cabinet de service financiers
  • Blog
  • Financial planning
    • Personal
    • Enterprises
  • Insurance
    • Personal
    • Enterprises
  • Investments
    • Personal
    • Enterprises
  • Group Insurance
  • Contact