An intelligent source for life insurance, group benefits, investment products, planning and advice.
Need a custom plan to protect and nurture your business interests, secure your employees – and ensure your capital is growing at the rate you need? Look no further.
Bold Financial provides a complete suite of insurance and investment products and services – along with unbiased advice for your business and life. Let me put together key pieces of the puzzle – or a complete bullet-proof solution, tailored to your needs and targeted to your goals.
Bold Financial offers services
for business owners and individuals:
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Life InsurancePlan Wisely for the Future. |
Business PlanningProtect your interest in your business. |
Critical Illness InsuranceRest easy knowing you have the right insurance. |
Key Person CoverageMitigate risk should a key person in your business become sick, injured, or pass away. |
Disability InsuranceReplaces your income from employment or self-employment. |
Business Loan ProtectionMake sure no one is at financial risk should the unexpected occur |
AnnuitiesGet income for life- no matter how long you live. |
Executive Disability PlansPool a small group of executives and receive Disability coverage without medical requirements to qualify. |
Individual Health & Dental PlansGet unbiased advice and the right plan to meet your health coverage needs. |
Succession PlanningDetermine how to efficiently transfer your business ownership to your children or successors. |
Emergency Travel Medical and Visitors to Canada Health InsuranceTravellers and visitors to Canada: receive medical peace of mind. |
Office Overhead Protection
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