|
|
Home
About Lisa
Financial
Services
- Insurance
- Investments
- Planning
- ManulifeOne
Quick
Service Info
Appointments
Locate Us
Privacy &
Confidentiality
Disclaimers
|
|
INSURANCE
When it comes to thinking about insurance for your most precious assets -- life
and health -- there are many choices that I can help you with.
My job is to work for you,
not the insurance and investment fund companies. I enjoy assisting you with the
best products to match the best solution to your planning needs.
INSURANCE
1. Life Insurance
2. Mortgage Insurance
3. Disability Insurance
4. Critical Illness Coverage
5. Long Term Disability Insurance
6. Health and Dental Packages
7. Group Insurance
|
8. Manulife One Mortgage
through Referral Services
Click
for more info
9. Segregated Funds
Click
for more info
10. Annuities
|
FINANCIAL SERVICE COMPANIES WHOSE PRODUCTS WE OFFER
|
1.
|
INSURANCE:
Manulife Financial, Great West Life, Transamerica Life, Aetna, RBC Life,
Equitable Life, Empire Life, Unity Life, Industrial Alliance, Canada Life,
Desjardins, Standard Life, Sunlife, The Edge, Wawanesa, AXA
|
|
2.
|
SEGREGATED FUNDS:
Manulife Financial, Great West Life, Transamerica Life, Aetna, RBC Life,
Equitable Life, Empire Life, Unity Life, Industrial Alliance, Canada Life,
Desjardins, Standard Life, Sunlife, Wawanesa, AXA
|
|
3.
|
GROUP INSURANCE:
Manulife Financial, Great West Life, Transamerica Life, Aetna, RBC Life,
Equitable Life, Empire Life, Unity Life, Industrial Alliance, Canada Life,
Desjardins, Standard Life, Sunlife, Wawanesa, AXA; Benefits by Design, Greenshields;
Note: We also work in association with Select Path
|
RELATIONSHIPS WITH COMPANY(IES) I REPRESENT
No insurance company holds an ownership interest in my business, nor do I hold
an interest in any insurance company.
COMPENSATION
If you choose to purchase a product through me, I will be paid a sales
commission by the company that provides the product you purchase.
I may receive a renewal (or service) commission if you keep that policy in
force.
I may also be eligible for additional compensation, such as bonuses, or
non-monetary benefits, such as travel incentives, depending on various factors
such as the volume or persistency of business that I place with a particular
company during a given time period.
CONFLICT OF INTEREST
I take the potential of a conflict of interest seriously. I will notify you if
there is a conflict of interest of which I become aware in regards to my
recommendations to you. My overall recommendation will take into consideration,
and will be based on my analysis of your financial security needs.
MORE INFORMATION
I am licensed as a life and health insurance agent in the province of Ontario.
Should you require additional information about my qualifications or the
nature of my business relationships, I would be pleased to assist you.
If you were thinking of topping up your insurance coverage,
now is the time to do it!
Example Prices - 10 Year R&C Term Coverage for $250,000*
As low as...
|
Based on Female Nonsmoker
|
Based on Male Nonsmoker
|
|
Age 30 - $11.75 Monthly
|
Age 30 - $15.18 Monthly
|
|
Age 40 - $16.10 Monthly
|
Age 40 - $19.95 Monthly
|
|
Age 50 - $27.75 Monthly
|
Age 50 - $37.38 Monthly
|
|
Age 60 - $64.80 Monthly
|
Age 60 - $90.48 Monthly
|
* Rates subject to change without notice
|
|
|