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 from 2008-2010 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

Corporate Owned Life Insurance Advisor

                                               

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