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What do I need to secure my future?

In order for me to do my job effectively as your Insurance & Investment Advisor I would need to get some information on what you currently have in place or what financial advise you are looking for.

Please fill out the form below and submit it so I can review and we can set up an appointment to implement the type of coverage you need. 

What are my families needs and priorities? 

Check all that apply. "When it comes to Financial Planning which of the following are priorities for you and your family?"*
Do you have a secure financial Plan?*
Does your company provide any group benefits?*
Do you have a Will?*
Do you own Personal Life Insurance?*
Do you have Income Replacement Insurance (Disability Insurance)?*
Do you belong to a pension plan?*
Do you belong to a Group RRSP?*
Are you looking to contribute to your 2021 RRSP?*
Are you looking for a Career Change?*
Do you currently have an insurance agent?*
When was the last time your insurance agent reviewed your policy?*
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Thank you! Your message was sent successfully. You will notified shortly to discuss your financial concerns.

When Complete Click on "Know Your Client Needs" button above to submit.

My promise to you, I will call you to discuss your priorities, if after we have our discussion and you are NOT interested, I will close the file and you will not be contacted further. - John Rego