SAVE 10% OR GET $2500 POLICY

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


✅ 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.


🔍 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.