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Approach

At QB Insurance Group, our approach to the advisory process is based on a rigorous and personalized methodology, designed to provide the best solution tailored to yours needs.

Individuals and Family

Retirement - Advanced Age

Why should we prioritize our retirement?

We all aspire for our retirement to be a period of joy and dignity. However, many of us fear relying solely on public pensions for our old age, as public pension systems face global challenges and limited resources to ensure a dignified retirement for everyone.

How are we preparing for our retirement?

Old age is an inevitable part of life, and failing to prepare for it can become a nightmare. Let’s not let others decide for us and not allow inaction to affect us. Let’s take steps today to ensure a safer and more comfortable future.

Security - Deterioration

Why should we consider Life Insurance?

Discussing family protection or permanent disability is to discuss life insurance. Since death is an inevitable reality, it is crucial to anticipate and be prudent. Life insurance is our way of ensuring the well-being of our loved ones.

Do we need Life Insurance?

If we are financially dependent on someone or if someone depends on us, then yes. The proceeds from a policy can replace our income and help our family cover immediate and long-term financial needs.

What does Life Insurance cover?

The proceeds from the policy can be used to settle debts, expenses, credit cards, mortgage or rent, utilities, medical care, car payments, college tuition, and more. Additionally, some policies offer additional coverage, such as critical illness, chronic illness, total and permanent disability, and annuities, which we can benefit from while alive.

Each family and situation is unique. We offer personalized solutions to provide the peace of mind you need for yourself and your loved ones.

Accumulation - Investment

It is easy to forget that accumulation and investment are key to achieving financial freedom. During our productive life, we will manage and make decisions about a large amount of money. How we manage our resources today will determine our future.

Our work efforts allow us to save money to achieve large and ambitious goals. We provide solutions and tools to plan, protect, complement, and diversify our reserves globally, giving us peace of mind for the future.

Guaranteeing Debts

To guarantee the payment of debts, we can establish a solid financial plan that includes debt protection insurance. This type of insurance ensures that, in case of unforeseen events such as disability or death, our financial obligations will be covered, protecting our assets and providing peace of mind to our loved ones. Additionally, proper planning and management of our resources will ensure that we can meet our financial commitments effectively.

Do we know our child’s future career?

Academic training is key to their independence and professional success. Since financial resources are crucial for achieving their goals, we offer financial solutions to support them in studies, specializations, sports, or entrepreneurial ventures.

Health - Major Expenses

Are we prepared for the risks of illnesses or accidents?

Illnesses and accidents are unpredictable and require immediate attention. Evaluating whether our current coverage is sufficient to access quality medical services and proper diagnosis is crucial.

Our portfolio offers exclusive insurance for major medical expenses and VIP services worldwide. A brief consultation with an advisor will help us design a program with global coverage, protection of our assets, and peace of mind knowing we are covered anywhere.

Business and Company

It is essential to understand concepts such as risk transfer, buy-sell agreements, asset protection, and business succession. Each company is unique and requires specific solutions; a detailed analysis is crucial to design strategies that minimize risks. Contact us today for professional consulting that will identify the critical points in our business and help us take measures to ensure the continuity and protection of our achievements.

Efficient
Tax Strategies

Let’s improve returns for shareholders or sole owners through options that comply with tax regulations.

Security for Shareholders
or Sole Owners

Let’s ensure that control of the company remains in the hands of key partners without affecting accumulated wealth.

Planning for
Partner Exit

Let’s maximize the potential of our company while saving for our retirement.

Key Person
Protection

Let’s protect our company by insuring the key individuals essential to our success.

Business
Sustainability Planning

Let’s plan ahead for the succession of our company to ensure liquidity when needed.

Asset
Preservation

Let’s safeguard and promote the growth of our capital against market fluctuations.

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Security and Guarantee
for Specific Debts

Let’s ensure the fulfillment of our company’s financial obligations.

Group Life and
Health Coverage

Let’s offer our employees and their families valuable protection and health benefits.

Contact Us

We would be pleased to offer you a complimentary consultation to present our comprehensive protection solutions for your family or business. Contact us today to schedule your appointment.
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