Our Services
For Individuals
Focused on pre-retirement planning and post-retirement options. Offers customized support to help individuals set and realize retirement goals....
individualsFor Jamaicans Overseas (Diaspora)
Specialized services for Jamaicans living abroad, including cross-border retirement planning, pension transfers, estate planning for assets in Jamaica...
diasporaFor Trustees
Aimed at corporate entities and fund managers. Services include administrative support for pensions....
trusteesFor Employers
Services focused on educating staff about their benefits and retirement planning....
employersFor Insurance Companies & Brokerages
Solutions for insurance companies and brokerages to help them deliver better results to their clients....
insurance-brokeragesSeminars
Educational workshops covering Retirement Planning, Estate Planning, and Benefits for corporate groups....
seminars