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Pt 2: Close-Up Talk Radio: Blue Umbrella Financial Services

  • Broadcast in Finance
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Toronto, Canada –The question of what your family would do in the event of your death is a topic most people would rather avoid. Spending money on a benefit you pray you’ll never need almost seems like a foolish investment. But the decision to purchase life insurance isn’t about you. It’s about those you care about most.

Viresh Mathur is the founder and managing director of Blue Umbrella Financial Services, an independent insurance broker that specializes in offering personalized financial planning services to both individual and corporate clients. For more than 20 years, Blue Umbrella Financial Services has provided easy and secure access to life insurance, retirement planning, disability insurance and succession planning services, as well as company healthcare benefits solutions. Mathur represents his clients by shopping for the best products available.

“These products are for anyone who has a pulse,” says Mathur. “I’m not selling anything to anybody. I’m simply helping them understand the need to be protected against uncertainty. The clients sell themselves.”

According to Mathur, these insurance products are necessary to protect clients against the premature death of an income earner, providing a means for their family to move on by replacing the income that was lost. While there’s no flexibility in terms of price, Mathur stands out from other brokers through his considerable expertise and the service he provides. Mathur doesn’t sell, he educates, examining the potential client’s background to discuss why insurance is important to them.

“It’s about getting them to think of the value. They’re buying a future benefit that they may not ever see,” says Mathur. “I educate my clients so they understand that what they’re getting is essential to their life or their business."