Concepts and Technology

Our national commitment to infrastructure investment keeps our advisors at the forefront of new technologies.

Sales ideas and concepts that solve the real problems that an individual or business owner is experiencing can make all the difference in gaining a client’s interest and their business.

PPI Advisory has a wealth of ideas to share:

  • Insurance planning techniques to minimize the impact of Stop-Loss rules
  • Asset shifting to cover potential long term care risks
  • Business succession and tax planning techniques
  • Restructuring term insurance coverage for ultimate cost savings
  • Insured key employee agreements

Comprehensive, user-friendly online tools turn those ideas into actionable steps
to help build your business.


PPI Advisory Toolkit logo
Accessible to advisors on PPI Advisory’s logged in website, the toolkit provides custom-made sales presentations, concepts and automated comparisons that help build sales, branded to you and compliant with CLHIA standards.

Watch the video to see what Toolkit can do for you.

Professional Resource Centre

The PRC is an extensive online library of tax and estate planning educational material, case studies, technical strategies and sample agreements, consolidated from more than three decades of research and analysis by in-house experts. The website is your source for up-to-date and in-depth information on advanced planning, and is also available to lawyers and accountants that you may sponsor.