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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 664 reviews from ★★★★★ We dealt with Ofir who was pleasant to speak with and met all our needs.Shirley WatkinsShirley Watkins ★★★★★ Very professional and friendly service. Made it easy!Sally OrvissSally Orviss ★★★★★ Martin was patient and efficient in providing our travel medical insurance.thankyou!Craig BakerCraig Baker ★★★★★ Martin was an amazinging agent! He was very patient in explaining the different plans to myself and my husband. He followed up and answered all our questions.Franca ZagarrioFranca Zagarrio ★★★★★ Sahar, the Lady who assisted me over the phone has helped me to purchase an emergency medical insurance for my wife’s traveling to the US for a few days attending the AGT on Sep 15 and Sep 16, 2026.I have found Sehar to be a customer oriented professional who has great knowledge and patience to explain to me the importance of buying an emergency medical insurance.I would like to thank her and I will recommend Sahar to all my friends who would like to know more about insurance. Thanks Sehar!kayiukayiu ★★★★★ Great customer service. I called a few weeks ago, got a quote and received it by email. I called today, left a message, Ofir called right back. He was able to get even a better price so we completed the purchase. Very happy with Ofir's service, friendly and very helpful.Jan RegnierJan Regnier ★★★★★ Artmiz Namazi helped me many times in my travels. Always respond quick and make it easy for me. Thank you 😊R JR J ★★★★★ Dornaz was very helpful and professional in her service. Thank you.Steven FreySteven Frey ★★★★★ I received a great fast detailed service.Thank youMaria SchmidMaria Schmid ★★★★★ Dornaz focuses on the client needs and requirements outlining the timetable for the policy and the coverages. Exceptional followup after we initiated contact. I would recommend Dornaz to anyone exploring the option of Travel Insurance. We actually did!R & DDia AielloDia Aiello ★★★★★ Dornaz made my experience exceptional. I would buy again through herRita RobsonRita Robson ★★★★★ Dornaz helped me and she was amazing! She explained the policy to me and told me what to do if I ever had a claim.Sandy VineSandy Vine ★★★★★ I googled medical travel insurance Sehar called me back and was able to get what I wanted/ needed I highly recommend her, very knowledgeable. Thank you Sehar for doing such a great jobReg HowardReg Howard ★★★★★ Very patient answering my numerous questions.Jeanne JeannieJeanne Jeannie ★★★★★ Dornaz is very polite and professional her assistance in obtaining travel insurance was extremely helpful. Dornaz is our go to travel insurance advisor.dale FlyGuydale FlyGuy ★★★★★ The agent was very pleasant and knowledgeable. Dornaz had my qoute ready quickly and was very easy to deal with.Susan CarrSusan Carr ★★★★☆ Muhammad was very helpfulCHERYL SMITHCHERYL SMITH ★★★★★ The agent who provided me with the information I needed and walked me through the procedure for getting the travel insurance was Ofir. He was most helpful. Thanks.Isabell PhelpsIsabell Phelps ★★★★★ I was impressed with your representative. She was patient, informative and helpful. I was a novice at obtaining travel insurance and Sehar guided me through the whole process. Would recommend her to anyone asking me for a travel insurance recommendation.Carol ShogilevCarol Shogilev ★★★★★ Excellent service and Dornaz was extremely helpful for getting my son travel insurance to the US.miles clarkemiles clarke ★★★★★ I found Artmiz from Alliance Income Service, who assisted me and she is very helpful, friendly, knowledgeable. I have been purchasing several travel insurance from her. Never had I run into a problem and she actually helped me to connect with insurance while I was in outside the country. I highly recommend her. Thank you Artmiz for helping to find a lowest rate. It was a pleasure doing business with you.HBHB ★★★★★ After checking with 5 other travel/accident/ health insurance companies, I chose Alliance Income due to the extent of coverage as well as price which were best in class. In particular Karen Wright-Ebanks was excellent. She took the time to clearly explain all of the features and followed up. We will definitely be using this company and working with the same agent again.Al MacNeilAl MacNeil ★★★★★ Sehar provided a quick response to my request for a travel insurance quote and then proceeded to assist with booking and payment. Thank you Sehar!Patti BrewinPatti Brewin ★★★★★ I can honestly see I was worried about getting travel insurance for myself and finding a reasonable price❣️😊 I didn’t have to ask her to look into other companies for pricing to compare. She just automatically did and I couldn’t be happier with going through this company. I would recommend it to friends and family.❣️😊Marge RusnakMarge Rusnak ★★★★★ I request quotes from the company re travel insurance and dealt with agent, Theresa Heuser, she was very informative and knowledgeable of the packages offered by Alliance Income Services. She made my inquiry very easy and straight forward to understand.Don LeBlancDon LeBlanc ★★★★★ Your employee Dormaz was amazing. Very helpful explaining the coverage I purchased and the amount charged. She was very prompt in getting back to me.marilyn campbellmarilyn campbell ★★★★★ Outstanding service! Excellent, prompt, friendly and knowledgeable travel and medical insurance service given by Ofir throughout various interactions.Thank you very much, Ofir, your assistance is highly appreciated!Bets RoosBets Roos ★★★★★ Dornaz was very professional, knowable and friendly.Marilin MBraceMarilin MBrace ★★★★★ Polite, helpful and efficient with a sense of humor. Great person to help customers.Debbie StevensDebbie Stevens ★★★★★ Karen was very helpful in this process.Z. H.Z. H. ★★★★★ It was a pleasure talking to Karen Wright in ordering to purchase my travel insurance.She was very pleasant and knowledgeable.Thank you! Catherine (Cathleen Seamone)Cathleen SeamoneCathleen Seamone ★★★★★ Sehar Bajwa gave me fantastic service for Medical Travel Insurance.She was knowledgeable about the products she had and which ones's suited me. Even though I changed the dates of travel for a single trip a few times she was patient with me and gave me exactly what I wanted.If you ever want Travel Insurance ask for Sehar Bajwa.A More Than Satsified ClientCharles BooleCharles Boole ★★★★★ Very easy process to book insurance by Ofir.Marian AveryMarian Avery ★★★★★ Ofir provided exceptional service in helping me secure emergency travel medical insurance. I had some very technical questions regarding top-up coverage and stability periods, and Ofir answered all of them clearly, promptly, and professionally. He made a potentially stressful and confusing process completely seamless and ensured I had the exact, safe coverage I needed. Thank you, Ofir, for the outstanding support and peace of mind!Steve ShinSteve Shin ★★★★★ It is the second time that I deal with Karen Wright to insure my trips and I am very happy with her service. She is competent, efficient, profesional and very courteous. I'll will call her again for my next trip.Christiane DelonChristiane Delon ★★★★★ Process was quick and easy, Ofir was pleasant and knowledgeable and helped me out start to finish in just a few minutes. For a future trip I will probably get other extended coverage as well, as for this trip we bought only medical and indeed unfortunately needed itSara RaizelSara Raizeljs_loader
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At Life Insurance Pro, we understand the paramount importance of family. Our top-tier insurance policies empower you to consistently support your loved ones, ensuring financial stability even in your absence.

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4.8 Stars
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