The Protect Value Proposition
- We understand your unique insurance needs
- At Protect, we understand how busy your life can be. One of our primary goals is to ensure you have the most comprehensive and personalized insurance program, and having a team to assist you with every phase of the process. This includes everything from annual reviews to our comprehensive “one phone call” claims assistance program.
- As specialists and professionals we intricately understand how you run and manage your business and your life. We understand implicitly:
- Family income needs
- How your company, business, or practice is structured
- Your tax situation
- How you save and invest
- Your retirement goals and expectations
- How best to work with your other professional advisors
- What can happen to all of the above in the event of death or disability
- We Listen, Learn, and Personalize
- One of our primary goals is to listen to you. Only then can we design an insurance program that properly protects you, your family, and your company, business, or practice in the event of an unexpected event.
- Refer yourself to a specialist
- Instead of going to a general practitioner who attempts to be an expert in all areas of insurance, Protect clients have their insurance needs diagnosed and planned by a team of insurance specialists.
- Our insurance team of specialists and professionals include:
- Disability and life insurance specialists
- Critical illness and long term care specialists
- Tax and estate planning experts
- Policy and contract analysis experts
- Claim specialists
- A full time client care team dedicated to providing “concierge level service” including:
- Underwriting
- General client service
- Administration and support
- Claims
- Our commitment to provide you with the best insurance protection at the best cost
- Independent insurance proposals from the largest providers of life, disability, critical illness, long term care, and employee benefits in Canada. This includes Manulife, Great West Life, Canada Life, Sun Life, Standard Life, RBC, Desjardins, Industrial Alliance, and others.
- Life insurance planning and quotations via “LifeGuide®” which bimonthly reflects the lowest rates for life insurance.
- Going a step above
- Insurance for the “difficult to insure.” This can be for any number of reasons including health, employment status, sports and hobbies, and even high income/net worth individuals.
- Claims assistance for non-clients of Protect
- Partnership/cost-sharing insurance planning and contract assistance.
- Our Professional Advisor NetworkAt Protect, we have strategic alliances and relationships with a number of professional firms whom we consider to be among the best in Ontario. This includes:
- Accountants
- Lawyers
- Financial planners
- Practice/Business appraisal and sales specialists
- Leasing specialists
- Professional practice management experts
- Bankers
