For each line of business, Financière S_entiel inc. has a lot of experience to offer. Whether simple or complex cases, we share our expertise as a team with you.

Services Offered

  • Succession Planning
  • Business development support
  • Financial Planner, Tax specialist
  • Continuing education Training
  • Back office (Groupe Agenz)
  • IT Support
  • Referencing
  • Turnkey service
  • Comparative analysis of insurance products
  • Comprehensive and objective evaluation of the providers offer
  • Establishment of efficient utilities
   

 

 


 

Parters

   

 

Strategic alliances

 

Carl Saillant (514.993.1220)

Group insurance Benoit Dulong

(514) 229-6242

Nader Khalil Avocat Fiscaliste

(514) 842-8891

Caroline Julien (450) 759-6265

 

Mutual founds

Dominic Demers (450) 973-8080 ext. 268

 

Notaire Constance Fortin

(450) 661-5533


   

Products & concepts

Individual insurance
  • Life | Disability | Critical illness | Long Term Care | Accident-Illness |Travel |Medical-Dental

 

Insurance concepts
  • Insured Annuity | corporate disbursement | Planned Giving | ILRP | Split Dollar

 

Investments
  • Segregated and Mutual Funds | RRSP | RRIF |LIRA | LIF | RESP | IPP |TSFA | GIC| Lifetime Annuity |Banking  Solutions

 

Investment concepts
  • RRSP Loan | Investment Loan | Corporate Disbursement via an Investment Loan| Contribution to an RRSP without impact to your budget

 

Group products
  • Group Insurance | Group RRSP | RPP | DPSP

 

 
   

Marketing

Coachingon marketing concepts

  • Concept: demonstrate the characteristics of a product compared to a targeted goal.
  • Marketing system in four stages: Targets | Benefits Sought | Product Features | Give at least three solutions

Propecting system and cross-selling

  • • Continuous prospecting tools for targeted markets
    • Communicate regularly with your clients

 

 
   
   

Administrative system

We are a founding shareholder of Groupe AgenZ, a specialized processing center dedicated exclusively for new business and  in force transactions with all  our insurers.