Why PPI Advisory?

Grow your practice
with a market leader

PPI is a pre-eminent national marketing organization with the size, scale, and investment in infrastructure to position you to compete.

Access the most innovative products and tools

A track record of developing innovative, proprietary and enduring insurance-based products that are utilized in customized solutions, together with leading edge technology support and an ongoing resource commitment keeps our advisors at the forefront of change.

Build trusted relationships

The PPI team is comprised of respected industry leaders who are instrumental in furthering industry integrity, policies and innovation. Benefit from our strong, stable relationships with insurance carriers for the design, development and dedicated support of products, and reliable, durable contracts that mean you own your block of business, clients’ records and accounts.

If you want to shape client dreams into legacies and to accelerate your own business opportunities in the high net-worth market contact us today

Insurance Innovation

A steadfast commitment to invest in new market segments
is at the core of our product development success over
the years.

We offer a range of insurance, including individual life and group, critical illness, long term care, and disability through major Canadian insurers. What sets us apart, is our structured life insurance funding solutions targeted at the high net-worth market.

Life insurance can be structured to cost effectively optimize and fund:

  • Key Man Coverage
  • Buy/Sell Agreements
  • Alternative Financing Strategies
  • Dependency Funding for Children and Surviving Spouse
  • Tax Liability Funding
  • Estate Enhancement
  • Final Expenses
  • Establishment of an Emergency Fund
  • Charitable Giving
A culture of innovation

A steadfast commitment to invest in new market segments is at the core of our product development success. The team is highly tuned to market forces, constantly seeking new ideas and credited for significant industry firsts, such as unbundled new money products and ground-breaking financial instruments using universal life.

Experience meets expertise

PPI Advisory’s Planning Services group of lawyers, accountants and actuaries are industry experts who work with you on complex challenges like large estate and intricate tax planning issues. They provide in-depth consulting, reports and educational seminars on needs such as capital maximization, business succession and estate equalization.

In addition to a thorough evaluation of applications to ensure accuracy and efficiency in the processing phase, PPI Advisory’s experienced underwriters facilitate and expedite the risk assessment process. A dedicated team packages and manages the underwriting process, no matter how complex the case.