Services

As a Sun Life Financial Advisor, I assist my clients in basic financial planning. We normally craft out a financial plan to determine the exact amount they would need for a particular financial goal. I also match them with the most appropriate Sun Life product that would help them achieve their goal. Eventually, I assist clients in processing application forms and other supporting documents.

Need Assistance?

I can assist you with any of the following:

  • Basic Financial Planning
  • Mutual Funds and Investments
  • Estate Tax Planning
  • Corporate Retirement Funds
  • Group Insurance Packages
  • Individual Retirement Plans / Retirement Planning
  • Individual Insurance Plans / Insurance Planning
  • Accident Protection Plans
  • Education Plans
  • Financial Seminars and Workshops for individuals and corporations

Currently Offering

I am also the person to ask if you wish to avail or inquire regarding any of the following products:

SPONSORED LINK

  • VUL
  • Whole Life Insurance
  • Term Insurance
  • Mutual Funds
  • Educational Plans
  • Retirement Plans
  • Business Solutions – Group Life and Accident Insurance, Keyman Insurance, Estate Tax

Quality Service

With all the Sun Life Advisors out there, I like to stand out by providing excellent service to my clients.
I plan to provide these services exclusively to my clients in the future:

  • Tutorials
  • Webinar Sessions
  • Freebies and Prizes
  • Regular Market Updates with corresponding recommendations on opportunities to buy and sell

Start planning today! Schedule an appointment with me so I can personally help you plan for your future. If you have any concerns, inquiries and clarifications, course it through our Contact Us Form.

SPONSORED LINK