Artificial Intelligence at the Service of Your Writing
Let MAX automate the drafting of your strategic notes.
Save precious time and eliminate the blank page.
Detect Opportunities
MAX combs through the corporate structure to instantly highlight missing protection needs.
Analyze Tax Structures
Evaluate complex corporate setups (Holdco, Opco) to recommend the right insurance strategies, such as shared ownership or buyout funding.
Sales Impact (PDF)
Generate professional, clean PDF reports that simplify complex strategies into clear, high-impact solutions for your entrepreneur clients.
Protection and Legal Compliance
The confidentiality of your client files is our absolute priority. The infrastructure powering BNA+ is strictly governed by Canadian privacy laws.
By leveraging an institutional-grade cloud environment, we provide you with the technical assurance required to meet the financial industry's most rigorous compliance standards.
Secure AI & 100% Canadian Sovereignty
The analysis of your files is executed on servers physically located in Montreal. Before even reaching our artificial intelligence, your clients' personal data is anonymized using our "tokenization" algorithm.
You have the absolute certainty that the information remains in the country, while being completely indecipherable and protected.
Mastering BNA+:
The Guided Tour
How does BNA+ transform your corporate cases? Dive into our demonstration and see how our tool and AI save you valuable time.
A Glimpse of Your Future Workspace
A modern, sleek interface designed specifically for rapid corporate data entry.
(Click on images to enlarge)
A Clear and Interactive Financial Statement
Instantly visualize the company's financial health. Our system intelligently separates assets and liabilities while calculating corporate net worth in real-time.
Automatically generated charts / Integrated deferred tax calculations
Real-World Examples Ready to Explore
No need to build a file from scratch to test the software. Your dashboard includes two pre-filled practical cases to facilitate your learning.
Navigate through these examples to see how BNA+ manages share capital, generates the automatic corporate chart, and drafts the final reports.
« No Credit Card Required»
Projections & Net Needs
Identify actual shortfalls by taking into account existing protections. Project growth to anticipate the company's future needs.
Calculation of Life and Critical Illness needs / Growth projections over 5, 10, and 15 years / Analysis of the shareholders' agreement
Uncompromising Depth of Analysis
Leave no gray areas. BNA+ comprehensively evaluates all the financial vulnerabilities of the business.
Coverage Tailored to Growth
If the business is growing, the system automatically shifts its recommendations toward participating whole life insurance. The coverage dynamically scales upward to match the increasing value of the corporation.
Comprehensive Buy-Sell Funding
Structure the funding of buy-sell agreements without draining working capital. The system models comprehensive buyout needs—across life, critical illness, and disability insurance—while seamlessly managing complex carrier limits
Net Needs Projection (Life, CI & DI)
BNA+ calculates precise protection needs for liabilities, bank guarantees, and share buyouts. MAX then steps in to formulate solutions based on all analysis parameters and insurance carrier limitations, delivering recommendations that hold up.
Tax Structures and Holdco Analysis
The system evaluates the advantages of having corporate life insurance policies held by a holding company (Holdco) rather than the operating company, protecting cash surrender values from creditors and optimizing intercorporate dividends.
A Flawless Deliverable for Your Clients
Leave nothing to chance. BNA+ transforms your analyses into a comprehensive, visual, and easy-to-understand PDF report. It's the perfect tool to support your recommendations and demonstrate your added value to entrepreneurs..
Visual summary of the corporate structure / Clear projections of financial needs / Integration of your professional recommendations
The Opinion of Recognized Experts in the Financial Sector
Jean-Sébastien Jutras, CFP
Advisor Trainer
« The corporate-owned life insurance market is quite complex, and many advisors waste valuable time with sometimes outdated in-house tools. Maxomsoft’s BNA+ application is a game-changer. »
The system effectively simplifies structures that can sometimes be cumbersome to analyze, such as trusts, holding companies, and corporate taxation.
An exciting addition to the tool is MAX, an integrated strategic AI that analyzes your data and generates relevant recommendations for clients, all while letting you stay in the driver's seat.
The impact is direct:
-
Increased efficiency: Transform hours of analysis into just a few minutes.
-
Business growth: Seize new opportunities by quantifying business needs that are sometimes overlooked.
-
Compliance tool: Generate a visually flawless PDF report that meets Financial Needs Analysis (FNA) standards.
In short, BNA+ is simply a must-have tool for anyone working with insurance in the corporate market.ans le marché des entreprises.
Disclaimer:
Mr. Jutras received no compensation in exchange for this endorsement.
Sylvain Léveillée, MBA, CFP
Regional Vice-President — Foresters Financial
Expert in Advanced Strategies and Corporate Markets
“The most effective tool on the market for analyzing the needs of your business clients. A great way to increase your insurance sales. Give it a try!”
With 25 years of strategic experience in wealth management, Sylvain has notably served as Director of Advanced Sales at PPI and Director of Financial and Estate Planning Services at Sun Life Financial. As a former business owner who managed over 300 employees, he brings a deep understanding of the needs and realities of entrepreneurs to advisors across Quebec, the Maritimes, and Eastern Ontario.
As a specialist in complex cases, I know just how specific the needs of business owners are. BNA+ is, without a doubt, the most powerful software for instantly mapping and quantifying a company’s priorities: from funding a shareholders' agreement to corporate tax optimization.
It is an exceptional lever of impact that professionalizes the overall approach, simplifies compliance, and tangibly accelerates the growth of your insurance sales. A must-have for any advisor serious about the corporate market.
Disclaimer:
Mr. Léveillée received no compensation in exchange for this endorsement.
