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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Ever wondered what should be your most pressing #financial goal? It is different for everyone. If you are a family, it could be life insurance. If you want to retire in style, it could be retirement savings. Give us a call! We are here to help! linktr.ee/simplifiedfina…
Ever wondered what buy low/sell high really means? Give us a call to learn more! We are here to help! linktr.ee/simplifiedfina…
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…
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