Holistic Fiscal Strategies Inc.

9-3151 Lakeshore Road, Box 417 Kelowna BC V1W 3S9

Insurance & Financial Products

Holistic Fiscal Strategies Inc. provides a full range of Insurance and Financial Products.

 

The following is a list of our products:

  •  Personal Life Insurance – Term and Permanent Products

 

  •  Business Life Insurance – Buy/Sell, Key Person, Loan Protection & Asset Transfer

 

  • Disability Insurance – Individual & Business plans with return of premium

 

  • Critical Illness Insurance – Adult and Child plans are available

 

  • Private Health & Dental Plans – Great for the self employed and retirees

 

  • Group Health & Dental Plans – From 3 to 25 employees

 

  • Annuities – Guaranteed Income for life

 

  • Guaranteed Investment Term Products – Fixed interest rate products

 

  • Guaranteed Minimum Withdrawal Products – Income and the potential for market returns

 

  • Segregated Investment Funds + HFS Portfolios

 

  • Private Wealth Management – Hahn Investment Stewards

 

  • Banking Solution Products – mortgages & line of credit

 

  •  Leap System – A process which can increase your wealth without increasing your risk

 

If you would like more information or want a review of your current products, please contact our office. We will be glad to assist you in any way possible