PHILOSOPHY

 

Our philosophy is educating our corporate clients, and get them involved in the decision-making process.  

 

 

MARKETS

 

As independent corporate owned life insurance advisors, we will search for your suitable/desired product through several carriers considering your budget and the analysis result of your corporate health. 

 

The business was found by Payam Ala'i in 2013. As a team, they focus on few corporate strategies more than others due to their interest, exposed market, and experience.  

 

Payam's initial experience working as an investment advisor was two years at TD Waterhouse Wealth. The full brokerage house business was advice on stocks, bonds, debentures, ETFs (indexes), mutual funds, hedge funds, REITs (Real Estate Income Trusts), derivatives, etc.

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Payam Ala'i

  Advisor for Corporate Owned Life Insurance (COLI)

                                               

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