Bryon Pearman Wealth and Insurance

By: Bryon Pearman  09-12-2011
Keywords: Insurance

Our goal is to help save you time and money by helping you choose the right insurance and investment solution from across the spectrum of varied solutions.

The four main product areas in which we can assist you are as follows:

  • Estate Planning
  • Retirement Planning
  • Group Benefits
  • Health Insurance

Estate Planning

How would premature death impact your family or business? This difficult question underscores the importance of adequate planning. A detailed needs analysis will help determine how much life insurance your family or business needs. Bryon is contracted with major life insurance companies in Canada and can advise you on different types of plans available including:

  • Term life
  • Whole life
  • Universal life

Retirement Planning

By working through a few simple questions, Bryon can help you build a retirement plan that will meet your needs. A number of investment solutions can be employed to reach the desired results. These include:

  • Mutual funds
    -Corporate class funds
  • Segregated funds
  • GIC’s
  • RSP’s
  • Tax free savings
  • Non-registered/open accounts

But it doesn’t end there. Because markets change and your own personal circumstances may change, Bryon will regularly review your plans from time to time to ensure that your retirement goals are being met.

Group Benefits

Bryon understands the importance of balancing benefits and premiums and can help your company acquire the optimal plan based on your company’s unique needs. Bryon Pearman has contracts with more than 20 benefits providers and is up-to-date with industry trends. Your company’s plan is reviewed and analyzed annually. The result is continued coverage with the best plan available, even if it requires changing the benefit provider or design.


Health Insurance

What would happen if you sustained an injury or became ill unexpectedly? Bryon will discuss with you the possible repercussions of accident or illness upon your family or business. He can show you the advantages and disadvantages of the solutions available including:

  • Critical Illness Insurance
  • Longterm care insurance
  • Disability insurance
  • Cost-plus plans

Keywords: Insurance