Scott Mallender is an estate consultant using life insurance and segregated fund investments to efficiently transfer personal and corporate assets, tax-free. Scott has over 30 years experience and is licensed with all the major Canadian life insurance companies. His associates include a network of tax, retirement and estate planning lawyers, accountants, underwriters, and actuaries.
More than 32 years experience.
Scott can find the ideal product and company best suited for you individual needs. Whether it is protecting your mortgage, family income or corporate earnings, Scott has the expertise of understanding our Canadian estate tax laws to properly assist every one of his clients. Scott guarantees to quote you the best price available for your particular needs. Whether it is the lowest cost term insurance or designing a universal life product which offers lifetime protection of flexible life insurance. Scott has been part of Essex county his entire life graduating from the University of Windsor in 1980. As a former QB for the Lancers, Scott sees your entire financial picture in strategizing all recommendations. Feel free to call for a term insurance quote or just to discuss your present financial situation.
With more than 32 years in the life insurance business, Scott has spent the past 20 as an independent life insurance broker, specializing in Universal Life (UL). As Scott will tell every client, “if it was not for the evolution of these Universal Life products in the late 1990s, I would have been out of the life insurance business.” Scott’s exclusive knowledge surrounding the inner workings of Universal Life insurance, gives him an edge in educating his clients about important milestones and realizing the importance of their personalized financial asset. His motto, “With You, Moving Forward” is in reference to his approach of helping his clients establish clear goals and meeting with them on a regular basis to ensure those goals are achieved and milestones met.
Scott Mallender works with fifteen of the top Canadian Life Insurance companies. His associates include a network of tax, retirement and estate planning lawyers, accountants, underwriters, and actuaries.