Empowering advisors with modern technology.
We’re excited to be bringing Canada’s top carrier products to you! Access over 250 insurance products on Finaeo’s digital marketplace to streamline your search and access product details at your fingertips.
Gather information about your client’s needs, and quote any Life or Critical Illness product on Finaeo in just a few clicks.
Help your clients compare product benefits, features and prices in a beautifully-branded comparison report.
Finaeo’s digital financial needs analysis (FNA) helps you gather the information you need to assess your client’s financial goals and unique situation. Streamline client onboarding and easily identify the right products for every situation with our digital FNA.
Finaeo is a one-stop-shop for life and health insurance products. Our carrier storefronts provide you with access to carrier-specific product families, advisor guides and promotions to ensure you’re prepared for every client meeting.