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Why do business with me?

 

 As a insurance & Investment Consultant, I will personally keep you informed with any and up to date information within the industry along with client / advisor  confidentiality agreement.

 

I will perform and guarantee to shop the 20 top insurance companies in Canada  to achieve the very best solutions for you and your family to  secure your financial futures.

 

My 7-Step Process and Commitment:

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  • I will Analyze your status and complete a VFG Financial Needs Analysis 

  • I will Identify your needs, goals and objectives

  • I will Educate you on how money works

  • I will Make a suitable recommendation based on your needs

  • I will Implement a mutually agreeable solution

  • I will Provide you with continuous management and learning for long-term

  • I will Complete an application with you and submit to the insurance company for underwriting and approval

 

Please fill out the form below so I can in confidence discuss with you your concerns and needs.

 

John Rego

Name*

Phone Number*

Email Address*

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 group benefits?*

Do you have a will?*

Do you own personal life insurance?*

Do you have income replacement coverage? *

Do you belong to a pension plan?*

Do you belong to a group RRSP?*

Best day & time for John to call you to have a conversation*

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