Insurance.
Insurance can provide peace of mind. Nothing is more important than your life and your ability to make a living.
Tactica offers insurance coverage and group benefit plans for business owners, professionals, and company executives. We provide ideal solutions for clients who want to diversify their risk and drive growth, while minimizing their tax burden.
Higher asset efficiency means less capital is required. Using our balanced approach as part of your corporate investment strategy, we help you optimize your investment portfolio.
Life Insurance
A life insurance policy ensures your family’s protection by providing tax-free benefits for your beneficiaries upon your death.
To determine your optimal plan, we compare your goals with the different policies available, including:
Term Life Insurance – The most affordable policy, providing coverage for a predetermined term. Coverage can be renewed at the end of each period.
Permanent Life Insurance – A smart solution for professionals, this unique asset offers coverage for life with fixed premiums, and opportunity for tax-advantaged growth.
Universal Life Insurance – Coverage for life with tax-advantaged investments.
Critical Illness Insurance
Critical illness insurance keeps you protected in the event of an illness or condition that is covered under your plan. With critical illness insurance you receive a cash benefit, with few restrictions.
Disability Insurance
Disability insurance will ensure you are covered should you be unable to work due to an illness or injury. Unlike critical illness insurance, disability benefits provide you with scheduled payments for a predetermined amount of time.
WHAT OUR CLIENTS ARE SAYING
“Sam’s holistic approach helped us implement the right insurance to protect my firm’s investments. I make sure to run any investment decisions by him before taking any steps forward. With Sam’s assistance, I feel secure that I can get the best advice.”
