The Peace of Mind Program™​

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We created The Peace of Mind Program™ and have refined it over the years to assist business owners to obtain the right life and health insurance coverages to benefit themselves and their family. This is how it works:

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1. The Path Forward Discovery Meeting™

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• The purpose of this introductory meeting is to determine if we are the right fit for you to provide our services.

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• We will discuss what matters to you in terms of your objectives. For example, eliminating your business financial obligations such as loans & leases, eliminating your estate tax, life insuring the value of your work in progress so that it is realized, providing an extra life insurance benefit to your family, or something else that is important to you such as a charitable cause.

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• We will outline how you can realize significant tax advantages that are available to business owners.

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• ​If the fit is right, then we will outline how we will build upon and update your existing foundation of coverages in order for you to have your objectives realized.

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2. The Life & Health Insurance Benefits Blueprint™

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• We will provide you with a written report, in a point by point format, on how you can modify and update your existing life and health insurance coverages to realize your objectives.​

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• The report we provide you with will detail the specifics of how your company can pay for your coverages as a benefit for you instead of using your personal after tax dollars.

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• Additionally, the report we prepare for you will outline how your coverages can be used to receive money out of your company tax-free (this is prepared in a format to assist your accounting advisor to provide you with confirmation of the tax advantages outlined).

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3. The Safety Net Directory™

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• We will provide you with a one page, easy to understand, Master Summary of your life and health insurance coverages.

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• We will co-ordinate your coverage documents into a directory binder for your ease of reference.

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4. The Peace of Mind Updates™

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• As your objectives may change over time, we will complete periodic reviews of your life and health insurance coverages with you so that if your objectives do change, we can update your coverages so that they are consistent with the realization of your objectives.​

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The Challenge Most Business Owners Face

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If you are like most business owners, it is unlikely that you will wake up one day with absolutely nothing to do and decide that it is now the day to go through your life and health insurance coverages to get everything updated and organized.

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The Solution

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Reach out and connect to see if we are the right fit for you to provide our services.

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If we are the right fit, think of this as a project where you are bringing us in as a project manager and delegating the review, updating and organizing of your life and health insurance coverages to us. We will take care of the details and report to you so that your objectives for having life and heath insurance coverages are realized.

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To find out more about what is possible for you, just text or call our President & Lead Advisor, George Goulet on his cell at (403) 540-4644, or you can reach him by email at georgeg@accessbenefits.ca, and we would be pleased to help you.

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We suggest that the best time to reach out is now, while it is top of mind, so that the opportunity for you to get this all taken care of does not pass. We are here to help. All you have to do is reach out.