Insurance Strategies Tailored to Your Future.

Your Life is Unique - Your Insurance Should Be Too.

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Life Insurance

Protect your loved ones and secure your legacy with out customized life insurance solutions. At Solis Financial Services, we offer flexible options, including Term, Whole, and Universal Life Insurance, tailored to meet your needs. Our aim is to provide personalized support, ensuring you find the right coverage for you, your family, or your business.

Life Insurance

Critical Illness Insurance

Protect your finances from the unexpected with Critical Illness Insurance. At Solis Financial Services, we provide coverage options designed to help you focus on recovery, not expenses. Our plans offer a tax-free lump sum to cover medical bills, income loss, and other expenses following a serious illness. Gain peace of mind with protection that’s tailored to you.

Critical Illness Insurance

Health and Dental Insurance

Stay covered beyond government healthcare with Health and Dental Insurance from Solis Financial Services. Our plans help you manage costs for prescriptions, dental care, vision, and more - so you and your family can access essential healthcare without the financial stress. Discover flexible options tailored to your needs and budget.

Health and Dental Insurance

Travel Insurance

Our plans cover medical emergencies, trip cancellations, lost luggage, and more, so you can explore with confidence. Whether it’s a quick getaway or an extended trip, our coverage is designed for Canadians on the go.

Travel Insurance

Working With Canada’s Top Insurers.

Why Work With Us?

We’re Committed to helping Canadians achieve financial security and growth. Here’s what sets us apart:

Industry Experience

With over a decade of expertise, we provide clear guidance through the complexities of insurance and investment planning.

Personalized Solution

We recognize that every Canadian has unique needs. Our plans are customized to align with your specific goals.

Dedicated Support

From initial consultation to ongoing service, we’re here to support you at every stage, ensuring seamless execution and maintenance of your policies and investments.

Cost Savings

Access to competitive premiums by comparing rates from various providers.

Convinience

We handle the paperwork and claims and provide ongoing support.

happy solis finance Client

Our Process: A Simplified Path to Financial Confidence.

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Chat & Discovery

We start with a conversation to understand your priorities and financial goals. By learning about your current strategies, we uncover opportunities to help you save more, protect your assets, and optimize you financial plan

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Personalized Planning

Using what we’ve learned, we design a detailed plan tailored to your unique needs. Our strategy focuses on optimizing savings, building financial security, and equipping you to make confident financial decisions. Every element is crafted to align with your lifestyle and aspirations.

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Simple Setup

We take care of the entire application process so you don’t have to. From paperwork to underwriting, we handle the details. Once everything is complete, we seamlessly activate your policy, giving you the peace of mind that your financial plan is ready to delivery value.

Frequently Asked Question

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What is Life Insurance?

Life insurance is a financial product designed to provide a payout, known as a death benefit, to your beneficiaries in the event of your death. In return for regular premium payments, an insurance company promises to pay a lump sum to your loved ones. This benefit can help cover expenses such as funeral costs, outstanding debts, and provide ongoing financial support. Understanding life insurance can help you secure your family's financial future.

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How do I select the best life insurance policy for my needs?

Choosing the best life insurance policy involves evaluating your financial situation, family needs, and long-term objectives. Key options include term life insurance, which offers coverage for a specific period at a lower cost, and whole life insurance, which provides lifelong coverage and builds cash value. To make an informed decision, consider factors like your age, health, and financial goals.

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What factors impact my life insurance premium rates?

Several factors influence life insurance premium rates, including your age, health status, lifestyle choices, and the amount of coverage you select. Typically, younger and healthier individuals receive lower premiums. Additionally, engaging in high-risk activities or having pre-existing medical conditions can affect your premium. Insurance companies evaluate these factors to determine your premium rates, so it’s crucial to provide accurate information to get the best rate.

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Can I make changes to my life insurance policy after purchasing it?

Yes, many life insurance policies offer the flexibility to make changes after purchase. You may adjust your coverage amount, update beneficiaries, or even convert a term policy to a permanent one. While these modifications can help tailor the policy to your evolving needs, they may also impact your premium or policy terms. Always review any changes with your insurance provider to understand how they affect your coverage and costs.