Personalized life insurance for your family
Our financial security advisors will guide you through the entire life insurance process, developing an efficient plan that is tailor-made for your family.
We will consider both the current and future needs of your family and your business. Insurance planning for business owners, executives and professionals is based on a long-term collaboration.
Today, FORT insures billions in assets for more than 2,000 businesses and 6,000 families.
Your partner in risk management
Doing business with FORT means benefiting from customized, creative solutions that manage risk at different stages in your:
Business owner career:
- Shareholders’ agreement
- Key person protection
- Capital dividend account
- Executive employee benefits
- Business continuity
Family life:
- Wealth transfer
- Wealth protection
- Tax shelters
- Income protection
- Retirement protection
Our advisors are committed to getting to know your unique situation to develop a plan that will be tax-effective and protect your estate.
- Term life insurance
- Permanent life insurance (Universal life and Whole life)
- Loan and mortgage insurance
- Key person insurance
- Buy sell funding
- Disability insurance
- Critical illness insurance
- Long-term care insurance
Get access to the best insurers
At FORT, we have long-standing, privileged relationships with major insurance companies and specialty suppliers. This allows us to offer exactly the type of protection you need as a business owner, executive or professional.
Get access to the expertise of the most reputable taxation and succession-planning specialists in our industry.
Let us get to know one another
Enjoy the peace of mind that comes with customized insurance solutions for business owners, executives and professionals.