Meet Dan MacLean
With two decades experience within the insurance & investment industry, objective advice comes from an independent broker with experience to deliver risk management solutions.
Our goal is to provide customized insurance protection planning (living, life and longevity risks) that deliver the protection you intended.
Whether you priority is to protect your business or the family members who depend on you, I will advise on available insurance solutions in the deliver of sound financial security. Ensuring survivors continue to live healthy/enriched lives with the opportunities you had planned.
Insurance Solutions
Term insurance
Permanent insurance
Disability Insurance
Critical Illness Insurance
Long Term Care Insurance
Business Owners
Continuity Risk Protection
Buy/Sell Funding
Key Person Protection
Premature Disability / Illness
Business Succession Planning
Tax Motivated Solutions
Protection & Transfer of Wealth
Pre-Sale Opportunities
Income Planning
Income Planning
Income / Longevity Risk
Estate Preservation