The Trusted Plan Process
Time is your most valuable currency
Today’s business owner wears multiple hats at work and at home. There is little time to focus on anything but the most important things in your life. Planning to reduce the financial impacts of injury, sickness, death, tax or being sued has on your business can be accomplished while commuting to and from your work or the pockets of time which are most convenient for you.
Not having to travel and meet with your business advisors means the time saved can be applied to what’s more important to you. The Trusted Plan offers a fully digital, confidential, secure and virtual experience without compromising the human touch. Did we mention this can be accomplished on the palm of your hand?
Come back soon to see our virtual tour of our process showcasing how technology translates to buying you more time at home and work.
The Trusted Plan Clients
From small, medium sized businesses to professionals – see what our clients are saying about us
Insurance is personal. I didn’t realize how personal until I was in the thick of making decisions and applying. I had to consider my current vulnerabilities, my old mis-steps, my future if things went well, and my future if things went sideways. When I tried to research it myself, I was completely overwhelmed. I needed accurate thorough information in order to make smart strategic decisions based on my budget, needs, and career goals. Mike worked with all of this. He laid out logical viable options, and the limitations and consequences of each decision. He is both (freakishly) smart and driven to personalize the experience for each client. When I wanted advice, he provided it. When I wanted to make sure I was heard, he listened. I cannot recommend his services highly enough.
- C. Cannon PhD, RPsych (British Columbia)
Mike Radakovic continues to guide us through understanding and obtaining the best options for our life and disability insurance. Enthusiastic, knowledgeable, thorough and efficient, Mike tailors presentations to suit our aptitude allowing us to make better decisions. Patient, considerate and kind, we feel Mike genuinely cares about our life… he is generous with his time and it is greatly appreciated. Throughout the process we felt very comfortable sharing our lives and built a trust with Mike.
- Calgary Renovation Company (Alberta)
The Trusted Plan Process
Health science graduate, husband, dad, son, business owner, insurance nerd, obsession for details and bikes
I lived in Bolivia, South America for a brief period of my childhood – but I call Calgary and its surrounding majestic mountains home. My downtime is spent in BC’s Columbia Valley with my high school sweetheart and my son typically biking, skiing, kayaking, swimming and hiking. Anything outdoors really.
As a graduate of health sciences, I have always been fascinated by human physiology. My career started with how this physiology was impacted by work related injuries and with it quality of life. Future roles as a clinical coordinator and disability management consultant provided me with the privilege on how injury and illness can impact all walks of life from trades to administrative, executive roles. Regardless of pay differences the outcome was always the same – lives, households and relationships became derailed.
Prior to the genesis of the Trusted Plan I founded and operated an international wine importing agency focusing on family owned, limited production wines. This 13-year stint provided me with invaluable experience relative to international business.
Fusing these past rolls and academic training into my current role as your lifetime advisor means that I can relate to the fears, stresses and desires associated with running your business and the constant strive for peace of mind for you, your family, your work and your legacy.
Please come back soon to see my video introduction.
Alberta, British Columbia & Nova Scotia