SAVE 10% OR GET $2500 POLICY

To maintain the integrity and fairness of this guarantee, certain eligibility conditions must be met.


โœ… Eligibility Criteria

To be eligible, your company must meet all of the following:

  1. Company Location: You must be a Canadian Corporation with a head office situated in Ontario.
  2. Company Size: You must have between 10 and 25 employees currently enrolled in your group employee insurance benefit plan.
  3. Renewal Timing: Your plan must be renewing within the next 60 days.
  4. Insurance History: You must have been with your current group benefits insurer for at least the past 2 consecutive years.
  5. Market Status: You must not have already gone to market with another advisor for your upcoming renewal. Doing so may prevent us from obtaining competitive quotes.
  6. Family Participation: No more than 25% of covered employees may be immediate family members of the business owner or of each other.
  7. Plan Type: Your plan must be a fully insured, traditional group employee insurance benefits plan. Ineligible plan types include: (a) Flexible benefit plans (eg., Equitable Life MyFlex or similar platforms); (b) ASO (Administrative Services Only) plans; (c) HSA (Healthcare Spending Account) plans
  8. Required Plan Data: You agree to provide all the data required to obtain quotes related to your group benefit plan. Inquire for options and a list.


๐Ÿ” Regulatory Compliance & Intent

The “Save 10% or Get $2,500” Guarantee is NOT:

  • A payment in exchange for your business
  • A reimbursement of any insurance premiums
  • An inducement to cancel, lapse, or switch policies against your interest

Rather, the guarantee is:

  • A demonstration of confidence in our ability to secure meaningful savings
  • A goodwill gesture in recognition of the time and effort you may invest in letting us assess your plan

This offer is provided in full compliance with Ontario Regulation 347/04: Agents, and is not coercive, misleading, or unethical in nature. All communication and engagement is conducted in a professional, transparent, and voluntary manner.