Trevor helps individuals, families, self-employed professionals, and corporations explore insurance and financial solutions aligned with their needs and goals.
Trevor Perron is an independent life insurance advisor and financial consultant. He has been self-employed since 2012 and later entered the financial and insurance-services industry, where his work focuses on helping clients consider insurance and financial solutions for their circumstances.
His practice supports individuals, families, self-employed professionals, and corporations as they pursue financial and insurance goals. Trevor’s approach is centered on making the process easier to understand, reviewing current needs, identifying potential gaps, and discussing options that fit each client’s priorities.
Insurance planning can help people consider how to protect the people, income, obligations, and plans that matter most to them.
Trevor’s listed insurance areas include life insurance, critical illness insurance, disability insurance, individual health insurance, group insurance, and travel insurance. He also works with clients exploring savings and investment considerations and advanced tax strategies.
For business owners, insurance planning can be part of a broader conversation about employee benefits, health-care spending accounts, buy-sell agreements, key-person coverage, and corporately owned insurance. Trevor can help begin that conversation and guide clients through the available planning considerations.
Trevor’s practice includes a range of insurance and financial planning conversations for individuals, families, and businesses.
Helping clients explore life insurance options as part of protecting the people and financial responsibilities that matter to them.
Discussing insurance considerations that may help address the financial impact of illness, injury, or an interruption in earning ability.
Exploring individual health insurance, group insurance, and related benefits considerations for people and organizations.
Discussing insurance topics for business owners, including buy-sell agreements, key-person insurance, and health-care spending accounts.
Considering savings and investment planning alongside insurance needs, including advanced tax strategy discussions where appropriate.
Proven strategies we've used to help business owners save six figures, protect their estates, and secure tax-free retirement income.
See how we helped an independent consultant structure a permanent life insurance policy within his corporation, enabling him to continue building wealth without affecting his passive income limit.
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After a sudden health crisis, we implemented a "Triple Play Strategy," combining corporate-owned life insurance, a holding company, & family trust to secure a business owner's company, retirement, & family's future.
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We recently helped a business owner protect his 7-figure portfolio from high taxes upon his death. He secured immediate business capital, cleared debts tax-free, and passed wealth to his family without selling any assets.
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