Shelly-Reed-at-Insurance-Protection-Group near Okotoks AB (91 Result(s))

I have been in the insurance industry for 18 years. I have been with Western for 11 years and in that time, I have been a “record breaker” for eight years running. I have investment, estate, and financial planning experience along with Group Benefits, Disability, Life insurance and our other products. My typical clients range from young couples, growing and changing families, retirees, and business owners, among others. Customer care is my top priority. I’m always looking forward to meeting new clients and referrals. I am based in Okotoks but I am in the Kootenays for six months a year with the ability to travel. If you are looking for life insurance in High River, Okotoks, Calgary, Vulcan, Nanton, Taber or surrounding areas in Alberta, reach out to me. I’m also licensed to advise customers in British Columbia, especially in the Kootenay region. I can also help customers with their life insurance in Saskatchewan, Manitoba, Ontario, and Yukon. I have my Canadian Accredited Insurance Broker (CAIB) and my Certified Health Insurance Specialist (CHS) designations. I am licensed for life, accident and sickness in Ontario, Manitoba, Saskatchewan, Alberta, B.C., and Yukon. I have the general Level 2 personal insurance license for Alberta. I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team. Products and services Ask me about Life insurance, Critical Illness, Disability, Health & Dental as well as investments. What are segregated funds? Segregated funds can be described as an investment associated with life insurance. These can be purchased as part of a tax-free savings account (TFSA) or registered retirement savings plan (RRSP). Feel free to reach out to me today to start talking about your financial future. Mission statement I help my clients through the insurance process from start to finish. I help my clients design custom plans to fit their unique needs and budget with keeping their best interests up front. Your benefits can range from saving money, getting better and proper protection, and most importantly having peace of mind. I help protect you from the risks of everyday life, recover from the unexpected, and realize your dreams. About me Other interests and activities I enjoy include spending time with my spouse, our son and two dogs. We like heading to our lake, enjoying the water with family/friends and going on long hikes.

Western Financial Group is your local insurance advantage.

Western Financial Group is your local insurance advantage.

Western Financial Group is your local insurance advantage.

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.