Simplified Financial Inc. @SimplifiedFin
We are your partners in insurance protection for your family, business, and money. Explore your options with in-person and virtual meetings. Visit us! simplifiedfinancial.ca Maple Ridge Joined February 2013-
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Did you know we serve clients in Williams Lake, BC? Refer a friend! We are here to help! linktr.ee/simplifiedfina…
We are closed in honour of the National Day for Truth and Reconciliation.
Ever wondered if you are on track to meet your #financial goals? We have tools to project what you need to achieve your goals, like: when you can #retire or how much life insurance you need. Give us a call! We are here to help! linktr.ee/simplifiedfina…
Ever wondered how you can ensure your #funeral expenses are covered for your family? You may have a few options. Give us a call. We are here to help! linktr.ee/simplifiedfina…
Have a child going to college abroad? Need to know their coverage options? Give us a call. We are here to help! linktr.ee/simplifiedfina…
Did you know we serve clients in Cornwall, ON? Refer a friend! We are here to help! linktr.ee/simplifiedfina…
Ever wondered how to stop being overwhelmed by your #financial goals? Getting started can be half the battle. It helps when you have a financial warrior (aka advisor) who has your back and is an expert. Give us a call! We are here to help! linktr.ee/simplifiedfina…
Ever wondered if you can open an RESP for your grandchild? Yes, as long as you have your grandchild's SIN. Remember the lifetime contribution for a beneficiary is $50,000. Give us a call to learn more. We are here to help! linktr.ee/simplifiedfina…
Ever wondered what a trustee controls for your minor #beneficiary? Give us a call to learn more. We are here to help! linktr.ee/simplifiedfina…
Ever wondered if your favourite charity can be your #beneficiary? Yes, you can name your favourite charity as your beneficiary. Give us a call to learn more. We are here to help! linktr.ee/simplifiedfina…
Did you know we serve clients in Olds, AB? Refer a friend! We are here to help! linktr.ee/simplifiedfina…
Has your term #life #insurance almost expired? Ever wondered about your options? It depends on your policy. Give us a call, and we can review it. We are here to help! linktr.ee/simplifiedfina…
We had a magical Simplified Financial team building event at the Hidden Wonders Speakeasy Magic Experience on Friday night. Definitely a hidden gem that surprised and amazed! #HiddenWonders #TeamBuilding #MagicExperience #TeamNightOut
Ever wondered if you can pay your #life #insurance premiums annually, instead of monthly? Yes, you can. Give us a call to learn more. We are here to help! linktr.ee/simplifiedfina…
Ever wondered what an annuity settlement is? An annuity settlement allows the #life #insurance policy owner to setup a payment schedule for the beneficiary to receive portions of the benefit at certain times, rather than one lump-sum. We are here to help! linktr.ee/simplifiedfina…
Do not want your beneficiary to get the #life #insurance money all at once? Ask about an annuity settlement. Give us a call to learn more. We are here to help! linktr.ee/simplifiedfina…
Did you know we serve clients in Qualicum Beach, BC? Refer a friend! We are here to help! linktr.ee/simplifiedfina…
Ever wondered if it is important to update your information? Yes, it is important to update your information, as it could affect your coverage or investments. Give us a call if you have an update. We are here to help! linktr.ee/simplifiedfina…
Have a unique situation? Wondering if we can help? We specialize in unique insurance situations. If it is happening to you, we have probably done it, heard of it, or know the right person to ask about it. Give us a call! We are here to help! linktr.ee/simplifiedfina…
Ever wondered if you can name a #beneficiary who lives outside of Canada? Yes, you can name a beneficiary who lives outside of Canada. Give us a call to learn more. We are here to help! linktr.ee/simplifiedfina…
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