Group Benefits and Creating Assets through Life Insurance

Group Benefits: Making a Good Company Even Better

A tax-free way to compensate your employees, while protecting them and their families’ well-being. A perfect way to attract and retain the people your organization needs.

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Life Insurance: Invest your Money the Way Banks Invest Theirs

Life Insurance is where banks save their money - a tier one asset that provides the ultimate in safety, stability and growth - and you should too!

Calculate your insurance needs

What if an alternative asset was the best place for your money?

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The+impact+of+an+aging+population+%28fh%29.jpg — Why securing your own retirement income is crucial?

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CALENDAR

OCTOBER 2019

How to Survive a Bear Market

Philip Petursson, Chief Strategist Manulife Investments - Life Insurance as an Alternative Investment
Tullio Andreis, President Andreis Financial Services Inc.
@ Western Point Social Club,
Thursday, October 17th
Presentation & Dinner: 6pm-8pm

NOVEMBER 2019

**Growing Assets in a Bear Market**

Life Insurance is a perfect way to grow your assets tax-free
Join us for an informative evening with our sponsors Bulthaup Canada and Levenswater Gin
@ Bulthaup Toronto Inc,
280 King Street East,
Toronto ON, M5A 1K7
**Presentation and gin tasting: November 22, 2019 from 6 to 8pm**

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DECEMBER 2019

**The Building Show**

We will be at The Building Show this year focusing on how companies can more effectively invest their resources to maximize ROI.
Group Benefits and Supplemental Employee Retirement Plans will be the focus of our presentations this year.
**December 4-6**
**@ The Building Show, Metro Toronto Convention Centre, Booth 1047**

Andreis Financial Services Inc.

An RRSP is a great way to save for retirement and cut your tax bill, but there are other ways you can use your RRSP… https://t.co/RxxMGn7G83
Jun 26, 2019, 12:14 PM
Andreis Financial Services Inc.

Just like in business, financial planning allows you to determine how you will afford to achieve your strategic goa… https://t.co/PWVLUtXXOg
Jun 24, 2019, 5:42 PM

How an Economy Grows and Why it Crashes.

By Peter D. Schiff

Economic guru Peter D. Schiff delivers a humorous story laden explanation of the economic issues facing us today. He deals with how the the economy has developed to date and where it is headed. He covers the growth, capital expenditures, the growth of credit, inflation, the intricacies of trade and many others to weave a path of understanding through the economic maze we currently find ourselves in.

Worth the read!

How We WoRK

CURATION

Life Insurance
Credit Protect Assets
Succession Planning

PROXIMITY

Pension Plans
Group Plans
Personal Guarantees

INSIGHT

Life insurance is an income generating asset
If you’re shopping for insurance, you’re making a mistake
Out of Office makes sense for us, for you even more

About Us

“I work hard but I also work smarter for my clients because as a business owner myself, I know that back office planning is hard while you’re busy devoting everything to making the business great”

— Tullio Andreis Life Insurance Advisor

“Jill of all Trades!
Licensed on both the insurance as well as the segregated investments, I bring the combined knowledge those worlds to my clients. “Yes” and “No” are way too easy. I prefer “wait a second and I will figure it out”. There is always a solution and we will figure it out together”

— Patrizia Andreis Life Insurance Advisor

CLIENT SPEAK

Construction

Risk Mitigation

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