Consultancy Program

The following program is intended for Investment Advisors, General Insurance Brokerages and Mortgage Brokerages that are interested in partnering with R.R. Dobel Insurance Agency Ltd. to grow their practices by adding to or adding on risk management business.

R. R. Dobel Insurance Agency Ltd. offers its Insurance Consultancy Program to help offer risk management to clients. Recognized as a PPI affiliated independent Insurance Consultant, we can assist you in confidently recognizing and presenting insurance solutions.

Take advantage of this program to add a new dimension in your practice:

  • Provide holistic advice and service to your clients
  • Deepen existing relationships and attract new clients
  • Diversify your revenue stream, increase assets and profitability

The program identifies insurance opportunities, outlines strategies for unique client situations, and provides a level of support customized to your individual needs.

The Insurance opportunity

If you’re not currently offering life and living benefits insurance solutions to your clients, you’re missing out on the opportunity to enhance your service offering and expand your business. When partnering with us as Insurance Consultants, you can easily and conveniently add a new dimension to your practice with added expertise and without the increased overhead.

Benefits to your clients

  • A key part of a holistic financial plan that builds wealth through tax-efficient solutions
  • Creates retirement income, preserves capital, and facilitates the transfer of wealth
  • Offers business planning solutions for operations, taxation, and succession

Benefits to your practice

  • Solidifies your position as your clients’ primary advisor
  • Protects your book from unwanted competition
  • Provides an additional and diversified source of revenue

Experience

Through an on-going process and past experiences, we have had many success stories that have been mutually beneficial for the client, our associates, and R. R. Dobel Insurance Agency Ltd. We look to continue to grow and establish new relationships and offer our expertise. These are your clients, and we can be involved as much or as little as you like! Please contact us for further information regarding your specific area of expertise.

Contact Us

Location

RR Dobel Insurance Agency

11 – 150 Creek Bend Road
Winnipeg, MB R2N 0J1
email: info@dobelinsurance.ca
phone: (204) 452-3900