Desjardins Financial Security Independent Network - Huria Kiran
5070 Dixie Rd,Détails de l'entreprise
Description
Being Life ,health & mutual fund Broker My role consists in offering you the best possible solutions adapted to your needs in terms of financial security:
• Protect yourself should you be faced with a disability, loss of independence or a serious illness
• Plan the financing of your projects
• Manage your debts
• Establish your financial needs at retirement
• Prepare your estate plan
Area of my service includes:
Family Planning:
LIFE INSURANCE
Critical Illness
Long Term Care
ESTATE PLANNING
MORTGAGE INSURANCE
HEALTH & DENTAL INSURANCE
TRAVEL INSURANCE
WEALTH TRANSFER
TRUST PLANNING
Mutual Funds
RRSP, TFSA
RESP
SEG. FUNDS.
Business Planing:
BUY-SELL INSURANCE agreements
KEY PERSON Insurance
GROUP INSURANCE AND RETIRMENT PLAN
EXECUTIVE HEALTH PLAN
Just like a spate of other insurance companies in these times of high interest rates, Desjardins Financial Security is modifying its permanent insurance and critical illness insurance products.
But, unlike many of their competitors, Desjardins is not getting rid of its permanent insurance line-up all together. Instead, the average increase in permanent insurance rates will be between 5% and 7% on the following products:
•MaxLife (T100)
•Life 10
•Life 20
•Foundation (T100)
•Precision 10
•Precision 20
As for its permanent critical illness insurance plans, the increase is scheduled to be between 4% and 9% on the following products:
•Harmony Term to Age 100 (T100)
•Harmony Executive
•Harmony Limited Pay 10
•Harmony Limited Pay 20
Tags: critical illness, Desjardins Financial Security, permanent insurance, Term to 100, whole life insurance
Committed in guiding you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.
You plan for a vacation that will last a week or two, why not spend a bit of time planning for your financial future? It will last a life-time.
The lazy days of summer are here, and just because you're relaxing doesn't mean your money can't be working. Want to get your money working? Then, let me know.
Just because you're taking a vacation doesn't mean that the tax man has stopped working. Speak with me to ensure that you're maximising your tax-sheltered plans.
Your money might be working so hard – and not smart – that it's now totally exhausted. Don't exhaust your money; contact me to create or tweak your financial plan.
Flight tickets. Check. Beach clothes. Check. Suntan lotion. Check. Comprehensive financial plan. Comprehensive financial plan? Now, that's something you should check. Why not check with me?
Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability,
illness, loss of independence or death. You put on suntan lotion to ensure that you won't get burned, why not consider critical illness insurance to ensure you won't burn through your savings if you become ill?
Group Solutions (RRSP, Employee Health Plans, TFSA) - Insurance (Life,
Disability, Critical Illness, Long Term Care, Family Health Plans) - Estate
Planning - Cash Management - Retirement Planning - Tax Planning -
Investment Planning (RRSP, RRIF, LIRA, LRIF , TFSA, RESP, iProfile)
Certifications et associations
M.com,LLQP,Mutual Fund Licenced,Banking ,Candain Taxation and Financial Services Certications
Catégories
Marques
- Manulife,Industrial Alliance,Foresters,Canada Life,CPP,BMO,RBC .etc
Détails du stationnement
- Gratuit
Langues disponibles
- English
- Punjabi
- Urdu
- Hindi
Accessibilité et autres commodités
- Chaise roulante
Galerie
Heures d'ouverture
- Vendredi Sur rendez-vous
- Samedi Sur rendez-vous
- Dimanche Sur rendez-vous
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous