Azure Financial Solutions Inc.

Deals I worked on today :

✅ two life insurance applications submitted
✅one critical illness application submitted
✅docs prepared for a $75,000 TFSA new contribution
✅ docs prepared for tomorrow, when I will open a new RRSP for an existing client
✅sold one travel insurance policy for a client going to Europe
✅successor annuitant change forms prepared for two TFSA’s
✅Re-submitted a mortgage to another lender, as the first one declined the deal
✅one small disability insurance policy sold to a client that just bought a condo
✅another client reached $500,000 in his investments portfolio and qualified for a Prestige 500 client advantage . More interest will be added to his accounts, as a result of this qualification 💰💰💰💰💰. So happy for him ! 👍👍🥰🥰

‼️‼️‼️ I also renewed my E&O insurance for my financial planning business and setup the alert to renew my two licenses on June 16th .

Full day🤪🤪🤪 , but a very good day indeed 👏👏👏🌺🌺🌺👍👍👍🥳🥳🥳

How was your work day today ? Are you keeping up or not ? 😊😉

Are you looking for life insurance, disability insurance( accident and illness) accidental fracture coverage , critical illness insurance, travel insurance for you or friends / family visiting from abroad? RRSPs, TFSAs, FHSA’s, RESPs for your kids or unregistered investments?

I am a local Independent Financial Advisor, in business for 23 years . Also, a Commissioner for Oaths, Mortgage
Broker and Realtor .

Here is my page, feel free to follow it for financial planning tips and articles or send me a message from it to connect .

Doina Biolan B.Comm
Cell:403-613-2205

https://m.facebook.com/azurefinancialsolutions/jf

Many Canadians simply sign their mortgage renewal offer without reviewing other options. Renewal can be an opportunity to improve your mortgage strategy, lower payments, consolidate debt, or better align your mortgage with your current goals. Before signing your renewal, please connect with me to review your options.

Doina Biolan
(403) 613-2205

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If you need guidance, text me so we can setup a call to help you through the application, while doing in from the comfort of your own home: (⁨(403) 613-2205⁩

Doina Biolan B.Comm
Financial Advisor
Azure Financial Solutions Inc.