WHAT IS THE 360 LIFE PLAN ?
Our 360 LIFE PLAN covers every aspect of your life: both personal and business, so you get the best policy and wealth management strategy from one trusted source.
A no obligation process that uncovers benefits you didn’t even know existed.
YOUR ONE-STOP SOLUTION FOR INSURANCE & INVESTMENTS
BUSINESS
INSURANCE
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CYBER
INSURANCE
HOME INSURANCE
COMMERCIAL
INSURANCE
CAR
INSURANCE
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BONDING
INSURANCE
LOOKING FOR LIFE INSURANCE, CRITICAL ILLNESS, GROUP BENEFITS OR INVESTMENTS?
VISIT OUR AFFILIATED, LLQP-LICENSED PARTNER AT 360 LIFE PLAN FOR MORE INFORMATION.
HOW WE BUILD A CUSTOM 360 LIFE PLAN FOR YOU?
STEP 1:
Life Audit
Our Life Audit is simple and does not require much effort.Your personal advisor will guide you through the process of understanding your current protection needs, financial goals and your plans for the future.
STEP 2:
Evaluate
With Avenue, you gain access to Canada’s top 20 insurance companies, allowing us to find the best solutions, prices, and coverage for you. Your personal advisor will also create a personalized wealth management strategy tailored to your short and long-term goals based on the criteria you provide.
STEP 3:
The Plan
Following the evaluation, your advisor will provide you with a personalized plan detailing the ideal policy coverage for your current needs, along with a wealth management strategy to help you begin working toward your life goals.
STEP 4:
The best part of working with your personal advisors is they are with you every step of the way. Your personal advisor is always there when you need them and will schedule checkpoints to go over your policy for any life changes or needs to always ensure you have the best coverage for your needs.
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