Through Primerica, here is what I can offer to CCI/Canada camps and conference centres and their staff. My goal is to help families become properly protected, debt free and financially independent, starting in Ontario (where I am life insurance and securities licensed). We use an educational approach to teach financial concepts we’re not taught in school. Having spent 35 years fulltime in the Christian summer camp ministry, I bring an understanding of camps and their staff needs that others won’t have.
For camps and conference centres:
– Group benefits, i.e., health and dental, for small companies (3-20) through Edge Benefits
– Group RRSPs through Mackenzie Investments
For camp staff:
– Life insurance for individuals and families
– Investing for the future through AGF Investments and Mackenzie Investments
– A Financial Needs Analysis, which is a complimentary, customized, confidential program that helps people achieve their goals and dreams through a financial game plan.
– Debt elimination strategies
– Prepaid Legal Services for wills, Powers of Attorney, moving vehicle violations and more
– Mortgage loans with competitive rates through 8Twelve Mortgage and Rocket Mortgage referrals
– Surex Home & Auto insurance referrals for competitive rates