Feel Confident in your Tomorrow
Finally, a plan that delivers peace of mind
Feel Confident in your Tomorrow
Finally, a plan that delivers peace of mind
Our Experience
In 1983, Joan Lane issued her first life insurance policy beginning a journey that has spanned 43 years serving hundreds of clients. Her dedication was rooted in the desire to help them secure their futures through thoughtful insurance and financial planning.
Jacklyn Lane, Joan's business partner and daughter, shares this passion for empowering clients to define success, craft achievable plans, and celebrate their personal and financial milestones.
Our Philosophy
We realise relationships are built on integrity, dependability and honest communication. Every interaction begins with your unique needs and goals to make sure that your plan is realistic, exciting and tailored to your life, dreams, and budget.
Time is money's best friend and consistency is key. But life happens, circumstances change, and priorities shift. As your resource, we will work with you to update your plan when needed.
We look forward to getting to know you and work with you.
How We Work with You
Our first meeting will be an introduction to discuss what's important to you, what you want to protect, and what your vision is for your future.
With today's goals and tomorrow's lifestyle in mind, we build and agree on the best plan for you.
Once or twice a year, we will review your plan to ensure you are on track. For any ongoing service or changes, we are always available to answer questions and support you.
Our Clients
Individuals & Families
You work hard and want to keep your lifestyle safe if the unexpected happens. Confidence and security starts with a personalized plan including the most fitting insurance tailored to your goals and your wallet.
Businesses & Owners
You focus on mitigating business risk from competition, turnover and employee challenges. Building strong employee programs and safeguarding key people are critical in securing your company's future.