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FundEX’s Perspective:

What sets FundEX apart?  Our defined cost platform represents more than just a 100% payout opportunity.  We like to believe that everything from our advisor-focused guiding principles to our business philosophy and industry insight makes us unique.  If you’re a client-centred financial planner, and not a producer, we may be the right fit for you. 
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Who is FundEX Assurance? FundEX Assurance is a wholly owned subsidiary of FundEX Investments Inc. that provides a broad range of life, disability and critical illness products and services across Canada.

FundEX Assurance is a direct National Account Managing General Agency ("MGA") for Industrial Alliance and Financial Services Inc. As a National Account, FundEX Assurance has unique and preferred access directly with Industrial Alliance’s National Account Team of Advanced Marketing and Product Specialists, Underwriters, and Tax and Estate Planning experts to help you write and close more business.

In addition to our direct National Account, FundEX has over the years developed several strategic partnerships with other major National MGA’s to help provide you with a complete line-up of insurance carrier products and services.

Products and Services

FundEX Assurance works closely with you and our strategic partners to assist Associates in placing and issuing business in a timely and efficient manner. Here is a few of the many products and services available to you:

  • A full portfolio of products including Life, Health, Disability Income, Long-Term Care and Annuities.
  • Estate Planning and Business Planning assistance through in-house counsel and extensive strategic partnerships.
  • Experienced, professional customer service and product marketing staff to work with you on current and potential sales strategies.
  • Marketing and continuing education support throughout the year.
  • Competitive commissions that are usually paid directly by the insurance companies and are fully vested.
For questions surrounding the products and services of FundEX Assurance Inc. please contact:

Rene Van Kesteren

VP, Insurance
Office Number: 905-305-1651 Ext. 1254
Toll Free: 1-800-324-6048 Ext. 1254
Fax: (905) 305-1698
e-m@il: rvankesteren@fundex.com

 
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