Buying insurance for the first time? We’ve got you covered!

Now that you’re thinking about getting life insurance to protect the ones you love, or to protect and plan retirement for your key employees, you probably have a few questions.
We’re here to connect you

to the RIGHT COVERAGE

We values knowing you & understanding your unique needs. It enables us to provide you with genuine advice on the coverage that will protect you comprehensively.

from the RIGHT INSURER

ZELD represents many insurance providers in Canada. We know their strengths, their weaknesses, how they determine rates & how they’ll treat you in the event of a claim. We can align you with the service that you want & deserve.

at the RIGHT PRICE

As an independent insurance brokerage, we works for you–not the insurance company. We can help you find a price point that’s just right.

Life Insurance Protection for Families and Businesses

Life Insurance

• Universal Life
• Whole Life
• Term Life

Health Insurance

• Health/Dental
• Critical Illness
• Accident and Sickness
• Disability • Disability and something

Retirement/Wealth

• Insured Retirement Plan
• Family Wealth Transfer
• Corporate/Private Financial Planning

Segregated Funds

• Non-Registered Investments
• Segregated fund
• RRSP/TFSA
• Annuities

Business Insurance

• Business Expenses
• Corporate insured Retirement Plan
• GAP Insurance

Life Protection

Have you Heard about Insurance Planning?

LIFE

ZELD Solutions Life Advisor will help you set up a life protection policy through which you can pass along your assets while minimizing estate taxes. The assets you’ve built up over your lifetime – such as a home, cottage, investment portfolio, business, or farm – mean a lot to you, and to your family. However, when you and your spouse pass away, virtually all of these assets will be subject to tax. Having access to permanent life insurance with cash value will provide you and your family with financial protection or income replacement and flexibility to transfer tax-deferred wealth to your loved ones. Transferring your assets through a life insurance policy can help minimize, or may completely eliminate, the taxes you or your family would have to pay.

WEALTH

Whether your retirement dream is sailing around the Caribbean, lounging at the cottage or spending quality time with your grandchildren, your insurance policy can help make your retirement dreams a reality. Even if you love your job and your life right now, most people dream about what life will be like when they retire. For some, that dream includes travel. Lots of travel. For others, it’s a house in the county where they can enjoy everything nature has to offer right at home. Whatever your dream retirement looks like, one thing is the same for everyone – you’ll need to fund that dream. How much will you need? And, where will the money come from? Those are questions that you can begin to answer today

Wealth Protection

Have you Heard about Insurance Planning?

We'd Love To Hear From You

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