If you already have an account open with another institution or financial advisor but are not completely satisfied with the service and advice you are receiving, consider transferring it to be managed by True Life Insurance and Estate Solutions. It is not as complicated as you might think! All the required paperwork is prepared by us for your signature. Once signed, we can process the transfer on your behalf. You do not need to contact your bank or financial advisor to coordinate the transfer. Contact us to find out more!
You can book an appointment online or call us at 613-322-2708.