Insurance Planning

Syrja & Associates have access to a variety of insurance products that can help meet your financial security planning needs. No matter your personal situation, we will work together to design a customized plan and conduct a thorough insurance needs analysis to help you determine your insurance plan. We can determine the requirements to create a unique strategy to protect you and your family’s financial well-being.

Get the right combination and amount of coverage for your lifestyle. We will supervise your coverage as your life evolves, to make sure your protection complements your daily routine so that you’re always receiving the absolute best value from us. 

Our services include:

Management of risk and protection of your income

Policies for managing risks to your financial plan like life, critical illness or disability are important to protecting your family from an unforeseen loss of income or from unplanned expenses.

Protect the value of your estate

Take the opportunity to accumulate additional savings for retirement or to leave more of your wealth, tax-free, to your loved ones or institutions that you care about.

Obtain guaranteed income that will not run out

An important component of retirement planning could be a life annuity which may provide a guaranteed foundation for your retirement income.