The Targeted Strategies Group

LIFE INSURANCE SOLUTIONS

The TTSG team creates and implements innovative, proprietary life insurance solutions for successful families and entrepreneurs that optimize intergenerational wealth and legacy.

When clients partner with TTSG for their insurance solutions, they are assigned a team of professionals. These teams are comprised of Chartered Professional Accountants (CPAs), lawyers and actuarial trained resources who will work with the client and their advisors to understand their insurance requirements. This process includes examining and analyzing the best products to address identified needs and situations, selecting the right product or combination of products, looking at how the insurance should be placed within the corporate structure or personal holdings to optimize estate planning and tax efficiency, and to find the optimal financing options should leverage be desired.

TTSG has built an organization to serve our clients for the long term. Our team consists of a diverse group of professionals from senior advisors with decades of experience to young bright minds who will become the future of TTSG.

Our clients’ goals span generations – so does our support.

Insurance solutions are provided through Targeted Strategies Ltd. and InterGen Financial Solutions Inc

STRATEGIC ADVISORY

Life insurance solutions are often only a part of an integrated planning strategy or an estate plan. This is why we provide family office support services that both optimize the value of insurance planning and leverage the value that insurance provides to the client’s larger strategic plan.

TTSG is committed to complementing and enhancing its clients’ advisors and family offices – working together to generate ideas, solve problems and identify opportunities that optimize wealth and legacy planning.

Some of the services we provide to complement insurance planning include:

• Health advocacy to achieve the best possible insurance rating outcomes
• Longevity optimization programs (preferred access to Healthcode)
• Bank and financing expertise
• Insurance taxation analysis
• Philanthropic giving options utilizing insurance

Strategic advisory services are provided through TTSG The Veritas Edge Family Office Support Ltd.