About Us
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Sentinel Life Management Corp.
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Formed in 1981 service the independent advisor and their clients with life insurance and living benefits.
Sentinel Financial Management Corp.
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Our mutual fund dealership was formed in 1995 to allow the advisors to have additional mutual fund and segregated investment solutions to offer their clients.
Sentinel Group Benefits Corp.
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Formed in 2017 as a separate company focusing on offering a solid and sustainable employee and group pension benefit solutions for the advisors business clients.
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We are committed to supporting the independent advisor in their client expansion & retention and their brand in their communities.
To help independent advisors succeed in business we assist in four key areas :
- Compliance
- Technology
- Business Processing
- Succession Planning
Our core strategies
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We are accountable to the advisor and their clients
We are independent of the product providers and the advisor chooses the best solution for their clients
We earn the right to the business’ versus expecting the business from the independent advisor, through trusted relationship
We are only successful when the advisor is successful in building out their practice
Core Services by the Independent Advisor
- Estate planning
- Investment advising &/or planning
- Retirement planning
- Corporate estate & tax planning
- Group and pension solutions for the owner operator market
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