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You've
worked hard ...
to earn everything you have!
We work hard ...
to protect it all for you!
Your ...
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Income
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Family's lifestyle
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Business & Practice
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Wealth, Investments &
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Pride, Dignity & Independence |
As independent brokers, we work strictly on behalf
of our clients
to provide you with expert objective
advice.
We review
our clients' insurance plans, provisions and
benefits
to ensure that they are comprehensive and meet your current
needs.
We then provide a feasibility report detailing our
proposal for
plan benefit improvements and/or cost
savings.
Our
Promise
to Our
Clients
1) To provide you with
honesty, integrity, value,
expert advice
and
security and peace of mind
2) To be there for you and
your family
not only during the
good times,
but also in bad
times when you need us the most.
Sooner or
later most people will have a claim. We help our
clients through the legal ,
administrative, and
medical maze that often bewilders many clients.
We
have the experience and the expertise to simplify
the
claims process
to ensure that you get paid on a
timely basis. We will help you complete all
the
necessary forms, offer advice, and communicate with
you at all times.
We work for you, not the
insurance company!
Our unique holistic
approach
will help you make an informed decision
to protect your Health, Wealth, and Lifestyle.
Your
health, wealth and lifestyle are valuable to you.
You want
the expertise of honest and trusted professionals.
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Would you go to your:
.
* Family Physician for Surgery?
* Dentist for Maxillofacial surgery?
* Real Estate lawyer for a partnership
Buy-Sell Agreement?
* Mortgage broker for tax effective
use of Life insurance?
* Banker or Stock broker for
Disability insurance, Critical
Illness insurance, or Long Term Care insurance? |
Insurance policies are
not
created equal. Nuances in policy definitions and
provisions could mean
the difference between rock solid protection and
mediocre coverage ... getting paid vs. not getting
paid.
We will provide you with expert analysis and
unbiased honest advice for your specific
requirements!
Peter Lantos & Associates
specializes in protecting
your family and your business / practice:
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Protecting your income and lifestyle from
Injury or Illness: |
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* Disability
insurance
* Critical Illness insurance
* Long Term Care insurance |
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Protecting your largest physical asset(s): |
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* Mortgage insurance for your home and/or
cottage |
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Survivor protection: |
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* Tax Free life insurance proceeds to: |
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- protect your loved ones against
your pre-mature death
- create immediate
wealth for a financial safety net
- maximize your estate for your
children and/or grandchildren
- preserve your
estate by minimizing taxes for capital gains,
RRSPs, RRIFs,
and probate fees
- provide liquidity
to cover taxes, final bills and expenses |
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Tax minimization: |
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if you maximize your annual RRSP
contributions, life
insurance offers
several tax strategies (CRA approved)
to
shelter your growth, minimize
your income taxes, and
multiply
the size of your estate. |
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Protecting your business/practice: |
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* funding partnership Buy-Sell Agreements
* cash-flow to pay ongoing overhead
expenses during a disability
* replace lost revenue/profits from the loss of a key
employee
* business loan, mortgage, and line-of-credit protection
* pay the capital gains taxes to
ensure assets remain in the company
* providing Executive benefits to
attract and retain key employees |
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Home and Auto: |
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we have a strategic
partnership with one of the most honest and
knowledgeable property and casualty agencies
in the greater London region |
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BEFORE
you purchase
creditor or mortgage insurance
from
your local bank or lending institution
click below to watch this video from CBC's
Marketplace
In Denial ... February
6, 2008 |
We
specialize in protecting your Health, Wealth and
Lifestyle
by
providing you security, independence, and
peace of
mind.
We look forward
to working with you
to help you
make smart choices
and
intelligent decisions
and to provide you with
comprehensive protection
and
cost effective solutions.
Call us or email us to get a
free copy of our 15 minute CD-ROM
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Give yourself
a Financial Check-Up and see why
we are
unique from other
advisors.
Invest
just 20 minutes of your time
for a confidential - no obligation 1st
meeting.
Then decide if you would like us to help you
Protect your Health Wealth & Lifestyle. |
We also
specialize in providing comprehensive insurance
solutions
for clients with moderate to severe medical
problems.
Peter received a Bachelor of Commerce degree
in 1979 from the John Molson School of Business
in addition to a Major in Psychology (which
was his first passion), both from Concordia
University.
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