Are You Totally Confused Trying To Understand Insurance?
If you’re like most people, then you tend to get that ‘deer in the headlights’ look when someone begins to explain all the ins and outs of insurance. Life Insurance, critical illness, and long term care insurance have more options and features than a new car! Do you ever watch Jeopardy? If you get 80% right on Jeopardy, you’d be doing great, wouldn’t you? But with life insurance, 80% right isn’t good enough. If you die, or become disabled , or become uninsurable, without the proper coverage, well…you don’t get to go back and redo your policy again, do you?
With 25 years of experience, Susan Kelly has a checklist of things you absolutely need to know in selecting insurance to protect your nest egg. She will help you find the best insurance policy for your present situation and;
Susan Kelly, CFP, CSA, has been in practice for 25 years.She regularly holds seminars, has taught classes at Okanagan College, and has been featured by Investors Group in the Globe and Mail and National Post. She is a Certified Financial Planner and a Certified Senior Advisor and is experienced in taxation, investments, insurance and estate planning. Here are some comments from some of Susan’s Clients….“I have known Sue Kelly professionally and personally for almost ten years and I am pleased to endorse her planning seminars and workshops.
As our financial advisor, Sue has been skillful, diligent, forthright and highly communicative in helping my wife and I achieve our investment goals. As a fellow volunteer Board member of a local Child Development Centre, Sue demonstrated her community spirit in assisting us to achieve stability in planning and operations. In particular Sue helped us develop a successful Planned Giving Program for the Centre. Among my network of friends and acquaintances in the community Sue is recognized for her professionalism, integrity and compassion. I highly recommend Sue for anyone seeking advice on financial planning. Kevin J. Ritcey, C.G.A.Director of Tax ServicesSouthern Interior Tax ServicesCanada Customs and Revenue Agency “Susan Kelly came to my attention through some of my clients as far back as 1989. She was described to me as a very committed person of great integrity providing an outstanding service in helping clients realize their financial goals. Over the years, by doing my clients tax returns, I observed the sound financial advice they received. I therefore never hesitate to give Susan’s name to clients who ask for recommendations. I know they will be in good hands and can only profit from her great expertise. Three years ago, when I considered changing Financial Consultants myself, I therefore selected Susan Kelly and I am very happy with the move. She keeps me constantly informed about new investment strategies through letters, personal visits and seminars. I couldn’t have made a better choice.” Edda Rott, Tax Accountant, Call Today For Her Free Report; How To Protect Your Nest EggSusan Kelly250-492-8806201-1301 Main Street Penticton BCor email Susan
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