Custom Plan is an award-winning MGA, recognized by the industry for providing education, training, expertise and technology. We one of the few MGAs not owned by an insurance company. Our term product is generally offered by referral from one of our advisors, but it can also be purchased here.
About Us
Need Help?
I’m Richard Pyper and I’m here to help.
Phone:
416 417 5256
This demo introduces D2C4A. We give advisors the ability to customize their personal website.
If the rate of change outside your business is greater than in your business, eventually you will cease to exist. We are always updating our technology led (fin tech) platform for independent financial professionals.
