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Wealth Management & Financial Planning

The “Wealth Management” term is erratically thrown around plenty at different companies, but not many offer satisfactory solutions and results for their clients.

At Life Insurance Pro, on the other hand, we understand the tremendous importance saving for the future holds. We actively work with you to provide real and effective wealth management solutions that help keep your finances under control, all the while providing you with the kind of solutions that you need at any place and any time.

Our wealth management strategies are part of a high-level professional service that combines financial and investment advice, high-net-worth portfolios, tax service, retirement and estate planning for a one-time nominal fee. We fully guarantee that our wealth management & financial planning solutions are among the best on the market, and we are totally committed to proving it to each and every potential client of ours.

Our wealth managers are highly specialized and fully capable of giving pertinent piece of advice regarding the best way you should invest/save your money. On top of that, each is specialized in different areas of expertise, so you can rest assured that the piece of advice you receive is, on the one hand, tailored to match your current situation, and, on the other hand, worth every single penny you pay.

Our Reviews

Excellent4.8 Based on 510 reviews from ★★★★★ Dornaz was very knowledgeable about the travel insurance programs she was offering. She was very professional yet extremely personable and patient answering any questions we had.Dave BaldwinDave Baldwin ★★★★★ I had a very smooth transition with dornaz.she was very professional and a pleasure to deal with.she done my travel insurance in record time and I would like to thank her very much.Gordon GuyGordon Guy ★★★★★ Dornaz was excellent helping my mother get travel insurance for her upcoming weekend trip. Highly recommend her and Alliance Income Services CorpCraig StewartCraig Stewart ★★★★★ I found Dornaz very helpful at brokering the best travel insurance from various vendors that will meet my personal needsBarb KralerBarb Kraler ★★★★★ Dorman was most helpful in arranging my travel insurance, very friendly and knowledgeable , I feel I’m safely covered and ready to enjoy my upcoming vacation!Thankyou so much 🙏Sharon OpheimSharon Opheim ★★★★☆ Just dealt with Sehar Bajwa to obtain a travel insurance for myself and my spouse, she was very patient and answered all my questions that I had. My insurance was completed within minutes and confirmed, she got me the best price compared to other insurance companies that I contacted.Thank you Sehar and all the best.Manuel AraujoManuel Araujo ★★★★★ Today I had the pleasure of dealing with one of your agents, Dornaz Samiei, to obtain travel insurance for an upcoming trip. Dornaz was knowledgeable, professional, courteous and cheerful in her interaction with me. It was a real pleasure being served by a representative with these desirable qualities. You are very fortunate to have her as an employee. Please convey my appreciation to Dornaz for a job well done!David PenneyDave PenneyDave Penney ★★★★★ I was a pleasure working with Dornaz getting our travel insurance. She was so pleasant and helpful and took the time to shop for the best deal. We lost connection and she called back immediately which is getting to be a rare trait these days. Muchly appreciated and thanks.Ron SynchenaRon Synchena ★★★★★ My experience with Alliance Services Corp. Everything was excellent, and the agent I interact with was really up to his game. He answered all my questions clearly and helped me out.Frontline Arctic SecurityFrontline Arctic Security ★★★★★ Dornaz was very helpful in arranging medical and trip cancellation insurance for my family. I called back with multiple questions and she provided clear answers. She is efficient and a pleasure to work with - I highly recommend her!Heather MacKenzieHeather MacKenzie ★★★★★ Dornaz and other Alliance agents have provided exceptional service. Thank you Alliance, (price was good too). Bozena E.EllaElla ★★★★★ Excellent and caring customer serviceMaria CostantinoMaria Costantino ★★★★★ Dornaz at alliance was very efficient to get my travel insurance stated. Prompt service and she seems very professional.I felt comfortable dealing with her on the phone and very detailed about how the coverage worksI will definitely in future go back to AllianceThank you DornazShiraz AliShiraz Ali ★★★★★ Excellent customer service from Dornaz. Thank you kindly for the great service & for explaining everything so well to me. Much respect.Victoria FudgeVictoria Fudge ★★★★★ Our agent Artmiz was very knowledgeable and answered all of our hypothetical travel scenarios with ease. The premium savings were significant because Allianz offers "top-up" products to those of us who have existing coverage, but need more.Catherine OnishiCatherine Onishi ★★★★★ Dornaz helped me with extended travel insurance, she found me an excellent rate! She was very kind and professional. In the future Dornaz will be my go to agent. Best Wishes Dornaz!Linda TaylorLinda Taylor ★★★★★ Dornaz is great agent!Kawtar ManyariKawtar Manyari ★★★★★ Artmiz was very professional and quick to answer all my questions . She was very knowledgeable of her products. Thanx Artmizron raymerron raymer ★★★★★ Dornaz was informative, efficient and thorough. She found the best rates with optionsstephen ottstephen ott ★★★★★ Dornaz and Alliance has treated me well so far. Trip doesn't happen until the fallWayne KempWayne Kemp ★★★★★ Sehar Bajwa was my agent providing trip cancellation, interruption and baggage insurance for an upcoming international flight. She was very thorough and patient providing me with the information required to make this a smooth and quick transaction. Thank you Sehar.Geri FazakasGeri Fazakas ★★★★★ Very informative and willing to find us the best quote to suit our needs.GaryGary ★★★★★ Sehar bejas looked after my travel insurance in a pleasant, knowledgeable and professional mannerIngrid CameronIngrid Cameron ★★★★★ Sehar was very patient with me and explained different options for our travel requirements. We saved money buying travel insurance through your company. Thank you Sehar!Marilyn KellyMarilyn Kelly ★★★★★ Great advice.Denise KeepDenise Keep ★★★★★ Dornaz was great at finding good medical coverage for myself and daughter.thanks so muchEllen WilsonEllen Wilson ★★★★★ Had a great experience working with George. He was able to save us money on our Group Insurance policy. Professionalism, great communication and great follow up. Thank you.Gregory van DuyseGregory van Duyse ★★★★★ I always get great service from R'ceino and Artmiz that's why I keep coming back to your company for our family's travel insurance. Thank you.Doris ConcepcionDoris Concepcion ★★★★★ Dornaz eas extremely helpful and a pleasure to deal with.Kathryn KatesKathryn Kates ★★★★★ I dealt with Dornaz regarding our medical insurance during our trip to Europe.Found her to be knowledgeable, polite and patient .Etienne PintoEtienne Pinto ★★★★★ I appreciate the patience with me and quick and great service. I feel much better now that this part of the process is overDebbie CainDebbie Cain ★★★★★ VERY KNOWLEDGEABLE, HELPFUL, AVAILABLE. GREAT TO WORK WITH!anne changanne chang ★★★★★ Dornaz was the agent that reached out to me. She was helpful and explained the travel coverage to me. I decided to purchase the coverage. She was helpful and patient.Cindy KentCindy Kent ★★★★★ Dornaz answered promptly. She was knowledgeable and provided exceptional service.Betty McNaughtBetty McNaught ★★★★★ Sehar Bajwa helped me secure the additional top-up trip cancellation/interruption and baggage coverage (aka the non-medical package) for my upcoming vacation. She was knowledgeable, helpful, and quickly answered my questions. And when our call dropped she immediately called me back. It was a pleasure working with Sehar. She made shopping for and purchasing travel insurance simple and easy. Allianz (aka Alliance Income Services Corp) has the best value for travel insurance.Pamela MacCrostiePamela MacCrostie ★★★★★ I've just purchased comprehensive travel insurance from Agent Sehar Bajwa. What a pleasure to work with her. Sehar's professionalism and patience were outstanding start to finish!! Communications, documentation and follow-up were very clear.Brenda CiolfiBrenda Ciolfi ★★★★★ I’ve had the pleasure of dealing with Sehar Bajwa for all my travel insurance needs. She is unfailingly pleasant and professional. I will continue to count on her knowing that I’m in very capable hands.Chris PennyChris Penny ★★★★★ Excellent service from Sehar Bajwa. Not pushy answered questions and got the policy to me quickly. Thank youIngrid SwenkerIngrid Swenker ★★★★★ Sehar was very helpful. Made the process painless!Lynne FulcherLynne Fulcher ★★★★★ Sehar Bajwa was the agent with whom I spoke. She was very helpful and efficient. I was also quoted Travel Cancellation and Interruption Insurance by two other agents at different companies. I went with Sehar because she provided me with the most thorough information and an excellent rate.estolteestolte ★★★★★ Wow what a great experience these guys are so knowledgeable.steve Rsteve Rjs_loader
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4.8 Stars
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