Insurance Solutions

Protect What Matters and Build Long-Term Value

Insurance isn’t just about protection - it’s a powerful tool for preserving wealth, reducing tax, and supporting your long-term goals. At Green Helix Financial, we integrate insurance into your overall financial strategy, helping you safeguard your family, your income, and your legacy.

Insured Retirement Strategies: Use permanent insurance as a tax-efficient retirement income tool - allowing access to policy values through loans while preserving estate benefits.
Estate & Tax Planning with Insurance: Use insurance to pay final taxes, equalize inheritances, protect family property, and simplify wealth transfer.

From simple term policies to advanced insured retirement solutions, we tailor each recommendation to your life stage, needs, and financial plan.

Risk protection toolkit – personal and corporate insurance strategies for income protection, tax efficiency, and legacy security

Term Life Insurance

Affordable protection for families, mortgages, and income replacement - customized by term length and coverage level.

Whole Life Insurance

Permanent coverage with guaranteed values and growing cash accumulation - suitable for long-term protection and estate planning.

Universal Life Insurance

Flexible permanent insurance with an investment component - ideal for clients seeking both protection and tax-deferred growth.

Disability Insurance

Protect your income in the event of illness or injury - critical for professionals, self-employed individuals, and families relying on a single income.