The mainstay of our company is employee benefits consulting and management of client employee benefit dollars. We also focus on workplace financial planning that includes business continuation plans and personal financial counseling. Competitive Insurance Strategies provides services and products in the following areas:
- Group retirement savings plans
- Health spending accounts
- Self-insured benefit plans
- Executive disability plans
- Critical illness programs
- Employee assistance plans
- Life insurance
- Financial planning
- Registered education savings plans
Business Continuation Planning
We can provide expertise in the development of buy-sell agreements, key man life insurance plans, key man disability plans, creditor funding and executive compensation. We will work with your firm’s lawyer and accountant to ensure that these continuation plans meet your requirements.
Personal Financial Counseling
We are able to design personal financial plans after a thorough examination of the client’s situation and goals. We offer expert advice on life and disability insurance, retirement savings, pension maximization and estate plans. We are qualified to advise you on mutual funds, segregated funds and term deposits. Our clients have access to qualified legal and accounting professionals that specialize in tax and estate planning.
The CIS team of consultants provide ongoing expertise to ensure our clients are provided with the requirements and service they deserve.
Get In Touch
We are more than happy to answer any questions or comments you might have. Our success relies on our customer's satisfaction. It starts here.