Our services
Provide a general description of the items below and introduce the services you offer.
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Life Insurance
Financial protection for loved ones, ensuring financial security in the event of the insured's death.
Living Benefits
Life insurance policies that allow early access to benefits in cases of terminal, chronic or critical illnesses, providing financial support during difficult times.
Tax-Free Retirement Planning
Strategies that allow for the growth of accumulated value with tax deferral and access to these amounts tax-free to supplement retirement income.
Educational Planning
Solutions to maximize the growth potential of children's educational funds, protecting them against losses and taxation, and minimizing student debt.
Annuities
Products that provide lifetime income, help with retirement planning, and may include benefits for long-term care expenses.
Fernanda Mantovanini - Financial Agent
Understand our financial journey
From Assessment to Long-Term Protection
Step 1 | Strategic Financial Assessment
Goal: Understand your financial reality and introduce key financial concepts.
• Analysis of your current life stage and financial goals
• Mapping of your current financial situation
• Introduction to key concepts and financial best practices
Average Duration: 1-hour meeting (online)
Step 2 | Personalized Solutions
Goal: Present tailored recommendations and begin the onboarding process.
• Presentation of customized proposals based on your profile
• Collection of documents and required personal information
• Final alignment and Q&A session
Average Duration: 1-hour meeting (online)
Note: After collecting your information, insurance companies typically take 2 to 4 weeks to review and approve applications. This timeframe varies based on your profile, product type, and whether medical exams or additional questionnaires are required.
Step 3 | Policy Delivery & Implementation
Goal: Finalize your financial plan with full transparency and confidence.
• Signing of contracts
• Review of policy details and key terms
Average Duration: 1-hour meeting (online or in person)
Annual Monitoring
Goal: Keep your financial strategy aligned with your life changes.
• Annual review of your needs and products
• Ongoing support for new goals or necessary adjustments
• Direct communication for updates and questions