Strategic Partnerships

In 2005 S&V Planning became a member of The United MGA Group.

This strategic partnership, designed to mutually benefit all companies involved, brought together a number of strong and well-established MGAs across the country.

All members of The United MGA Group are independent, locally owned, full service Managing General Agencies collectively representing several major Life Insurance & Segregated Fund Companies. The group has been entrusted with over $2 billion of financial protection and investment assets.

How can this partnership benefit your business?
While still a fully independent organization, S&V Planning now has the advantage of being part of a national structure.

The strength of The United MGA Group allows us to partner with an even wider number of insurance suppliers. It ensures that we offer you access to the most relevant product solutions available in the industry.

Furthermore, the members of The United MGA Group can count on each other’s knowledge and expertise for advanced solutions to financial planning and taxation issues.