The Feasibility Standard

We ensure we understand you before we review or build an insurance strategy.
Schedule A Feasibility Discussion
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An insurance illustration is not a structure. Projections look smooth on paper, but reality is dynamic. Never commit capital to a strategy until you're sure it suits you. We will take you through four critical feasibility gates—health, finances, temperament, and goals—before any design or review begins.
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Static projections in a dynamic world

Most insurance proposals rely on static illustrations. They project a straight line of success based on current conditions. However, interest rates fluctuate, dividends vary, and tax rules evolve. A strategy that looks perfect on a PDF today can crumble under the stress of reality decades later, when repairs are expensive or unavailable.

We don’t just accept the insurer’s software output. We use proprietary, internally-built models to design and stress-test the strategy. We verify it’s built to perform in reality, not just look good on paper.

Our feasibility process explicitly checks for:

  • Immediate Financing Arrangements (IFA): Are your loan payments sustainable if prime rises?
  • Corporate Insured Retirement Plan: Does the structure address CRA concerns about shareholder benefits?
  • Corporate Asset Transfer: Is the CDA Credit optimized?

You already have a proposal

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You are holding a proposal from another advisor. The numbers look incredible—perhaps too good to be true.

Our Insurance Feasibility Audit provides a second opinion that digs deeper than the projections. We start with our 4 Feasibility Gates.

If the foundation is valid, we prepare an independent Benchmark Model using our internal standards to compare your proposal against the market. This stress-tests the sustainability and structure against reality, not just the sales illustration.

Outcome: You receive a Feasibility Grade and a data-backed recommendation on how to proceed (with your current advisor or us).

Get Your Insurance Feasibility Audit

You want a new design

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You are exploring options. You may have a tax problem, an estate equalization goal, or you want to optimize your financial health. You don’t have a specific proposal yet. 

We apply the 4 Feasibility Gates before we design your proposal. This provides the confidence that you are not shown a strategy you cannot sustain.

Outcome: A custom strategy designed specifically for you, built to withstand the volatility of reality.

Start Your Design

Your Result: A Clear "Go/No-Go"

Whether auditing a proposal or building a new one, we provide a clear Feasibility Grade (Validated, Conditional, or Deferred). This is an assessment of your position, independent of any sales pressure.

Validation is the First Step.

Whether auditing a proposal or designing a new one, we provide clarity for your next move.
Schedule a Feasibility Discussion