Insurance
Life - Critical Illness - Disability - Long Term Care - Individual Medical & Dental Benefits
Investment Strategies
Investment Funds - RRSPs - RRIFS - RESPS - Annuities - Tax & Estate Planning
Business
Group Benefits - Pensions - Protection for the Business Owner - Buy-Sell Coverage - Retirement & Succession Planning
Now is the time
- To protect you and your family in the event of premature death, disability or critical illness
- To plan for children's education and retirement
- To provide protection and incentives for your employees, and compensation and succession planning for your business
Cooperatively Independent
As an independent advisor, Jane works cooperatively and in association with The Financial Horizons Group and is licensed with major life insurance carriers to provide integrated and comprehensive solutions to suit your insurance and investment needs.
Now is the time to talk to Jane
Meet Jane Simpson, Chartered Life Underwriter Over 20 Years of Insurance and Investment Experience
A Seasoned Professional: Jane has been an independent insurance and investment advisor since 1985. As a Chartered Life Underwriter (CLU), Jane has advanced knowledge in life, health insurance and employee benefits for individuals, families and businesses. Jane's specialties include living benefits, such as Critical Illness Protection and Long Term Care Insurance.
Current and Informed: With a strong commitment to continuing education and professional development, Jane stays up to date on new products and innovative programs. She is an active member of Advocis, the Financial Advisors Association of Canada, and has served three terms as President of the organization's Bay of Quinte Chapter. In June of 2006, Jane was elected to the Advocis National Chapter Board.
Connected and Committed: As Past President of the Quinte Chartered Life Underwriters Chapter, and a member of the Quinte Estate Planning Council, Jane is able to liaise with other professionals to coordinate and implement plans that protect you, your family and your business.
Approachable and Accommodating: Jane brings warmth and enthusiasm to client relationships. She takes time to learn about you and your needs and makes the effort to stay in touch with your changing circumstances. Jane is looking forward to meeting you!