Estate planning is more than preparing a will—it's about protecting what you've worked hard for and ensuring that your assets are transferred smoothly and in accordance with your wishes. At JP Financial Solutions & Investment Inc., we work as licensed sub-agents of Sagicor to help individuals and families create structured plans that safeguard their legacy and provide for their loved ones. Whether you're looking to minimize estate taxes, name guardians for dependents, or ensure your medical and financial wishes are respected, our advisors guide you through every step with compassion and clarity. Backed by Sagicor’s trusted products and services, we help ensure your estate is secure, and your future is in safe hands.
To begin the estate planning process, you will be asked to provide personal identification, a list of your assets and liabilities, names of beneficiaries, and any existing legal documents such as wills or trusts. We’ll also conduct a discovery session to understand your long-term goals and family structure. With this information, we tailor a strategy using Sagicor-approved tools and solutions to help protect your estate and secure your family’s future.
Generally, you’ll need a valid photo ID, proof of address, and in some cases, income verification or a completed medical questionnaire. Specific requirements may vary based on the service selected.
Approval timelines depend on the type of service. Basic plans may be approved within 1-3 business days, while more complex products like insurance policies or investments may take longer due to underwriting or compliance checks.
Yes. All our services are designed to be flexible. Whether it’s life insurance, retirement savings, or estate planning, our advisors will work with you to tailor solutions that meet your unique goals and budget.
Some services may have minimum contribution requirements, while others allow you to start with what you're comfortable with. We provide affordable options for individuals, families, and businesses.
Absolutely. We understand that your needs may change. Our team will support you in reviewing and adjusting your plan or policy at any time to ensure it continues to meet your goals.
