Independent Life Insurance Consultant.

Schulich MBA (Finance). Certified Financial Planner (CFP). Chartered Life Underwriter (CLU).
Chartered Financial Consultant (CH.F.P.). Trust & Estate Practitioner (TEP). 

With near 40 years in the world of life insurance, my career has taken me from building products for the largest global insurance companies, leading sales forces focused on high net worth clientele, teaching advanced financial designation courses to advisors such as CFP and CLU, and supporting the philanthropic community addressing charity and donor relations as it pertains to life insurance.

For the last 20 years I have independently served families with unbiased and calculated advice. All the while, continuing to teach the unique intricacies of life insurance to advisors through designation courses and supplementary material. In all that I do, you have my word that you will receive trusted, unbiased, and independent advice with families first in mind.

Trusted By.

  • "Years ago, I told Jeff that I wish I had met him earlier. Recently, he asked me why I had said that. I said it would have been good for my clients, good for me, and good for you."

    Stephen Altbaum
    FCPA + Founder of Lipton LLP Chartered Accountants

  • "Jeff Cait has been my insurance advisor for many years. He's a pleasure to work with. Jeff is a problem solver - knowledgable, creative, efficient, and smart. Better: he's so smart that he knows that he doesn't know everything, so he willingly works in close collaboration with his clients and with other professionals. Jeff has produced excellent results for my family. I recommend him highly."

    Harry W. Arthurs
    Retired Law Dean and University President

  • "When you speak with Jeffrey, you will quickly realize that you have come across perhaps the smartest insurance strategist that you will ever meet. I found his knowledge and attention to detail, second to none. I am glad that Jeff's expertise has properly protected my family."

    Kent Dinning
    CEO + Business Strategist

Family First.


Family and sports remain the core of my happiness. My father passed away quite suddenly when I was 15 and my mother was left with three children and no money. She found employment and struggled for the rest of her life. We were happy and together but never on an easy street. Today, now in her 90's, my mother still knows how to stretch a dollar and a loaf of bread.

I expect the insurance industry was a draw for me in large part because of my mother's struggle. Imagining the extraordinary impact that one piece of financial planning would have had on our lives is in the backdrop of every piece of business I consider. I am passionate about the work I do because it helps families regain control of their financial destiny.