Business Details
Customized Insurance & Investment Solutions
At InsureBizz Financial, we specialize in delivering customized insurance and investment solutions tailored to the unique needs of individuals and businesses. With over 30 years of combined experience in financial advisory and insurance services, our team prioritizes personalized client care, leveraging expertise in corporate tax-saving strategies and insurance planning. Our approach involves a comprehensive needs analysis to identify optimal strategies, utilizing products from 25 top-rated Canadian financial institutions. As a Senior Executive Insurance/Financial Advisor and President of InsureBizz Financial Inc., Alex Akhavan brings extensive industry knowledge, including 16+ years as a Million Dollar Round Table member and 18 consecutive years as a top producer for RBC Insurance. We serve clients across the Lower Mainland of BC and Vancouver Island, offering flexible consultation options via in-person meetings, phone, or virtual platforms.Our commitment to excellence is reflected in our recognition through National Quality Awards and membership in leading industry associations like Advocis. We focus on building long-term relationships by providing transparent, client-centric solutions that address both immediate and future financial goals. Our services integrate tax-advantaged investment opportunities with life, health, and critical illness insurance products, ensuring holistic financial security. By staying attuned to evolving market trends and client needs, we aim to deliver innovative, reliable, and ethically sound financial strategies.
Services
Term Life Insurance
Universal Life Insurance
Critical Illness Protection
Long Term Care Insurance
Retirement Planning
Mortgage Insurance
Disability Insurance
Segregated Funds
Highlights and features
- We offer 30+ years of combined experience in financial advisory services.
- Our team includes a 16-year Million Dollar Round Table member.
- We provide personalized solutions from 25 top-rated Canadian insurers.
- We prioritize transparent, client-centric financial planning.
- Our expertise spans tax-advantaged investments and corporate insurance strategies.
Associations and certifications
- Million Dollar Round Table (MDRT)
- National Quality Awards
- Advocis
What people say
Personalized service
Professionalism
Tax-saving expertise
Long-term reliability
Effective retirement planning
Services
Term Life Insurance
Term life insurance provides affordable financial security for families, covering Term 10 to Term 100 periods. Policies pay tax-free benefits to beneficiaries for expenses like education, debts, or funeral costs. Coverage options start under $250,000, with flexible renewal and conversion to permanent plans until age 71.
Universal Life Insurance
Universal life insurance combines lifetime coverage with tax-advantaged investment growth. Flexible premium options and customizable death benefits align with risk tolerance. Ideal for estate planning, wealth accumulation, and retirement income strategies, offering access to accumulated cash values through loans or withdrawals.
Critical Illness Protection
Critical illness insurance covers comprehensive conditions like cancer, heart attack, or stroke. Payouts provide financial support for medical expenses, lost income, or lifestyle adjustments. Policies integrate with universal life plans for dual protection and long-term investment growth.
Retirement Planning
Retirement planning services optimize income through tax-deferred investments and non-registered assets. The Retirement Enhancer strategy supplements RRSP limits, ensuring 70%+ pre-retirement income replacement. Solutions focus on estate preservation and tax-efficient income streams for retirees.
Mortgage Insurance
Mortgage insurance protects families from financial burden by covering outstanding mortgage balances upon death. Portable policies remain valid with new lenders, and premiums stay age-independent. Ensures asset protection and maintains family quality of life during transitions.
People
Alex Akhavan
President & Senior Executive Insurance/Financial Advisor
Alex Akhavan, a Senior Executive Insurance/Financial Advisor with 30+ years of experience, specializes in corporate tax strategies and insurance solutions. A 16-year Million Dollar Round Table member, he has led RBC Insurance's top producers for 18 years and received National Quality Awards for 15+ years.
Questions
What types of insurance do you offer?
We provide term life, universal life, critical illness, long-term care, disability, and mortgage insurance, along with segregated funds and retirement planning solutions.
How do you tailor insurance to individual needs?
We conduct a detailed needs analysis to create customized plans, integrating tax-advantaged strategies and products from 25 top Canadian insurers.
Can I convert term life insurance to permanent coverage?
Yes, term policies can convert to permanent or universal life insurance until age 71 without medical exams.
Do you serve clients outside Vancouver?
We serve clients across the Lower Mainland of BC and Vancouver Island, with virtual consultations available nationwide.
What retirement planning options are available?
Our Retirement Enhancer strategy offers tax-deferred growth and non-registered asset solutions to supplement RRSPs and ensure income stability.
Are your advisors accredited?
Yes, our team includes Million Dollar Round Table members and National Quality Award recipients with 30+ years of combined experience.
