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Part I SUN LIFE FINANCIAL-Financial CenterAdvisorThe products and services Ill bring to market would include products offered through Sun Life Financial Allstate Insurance and CI Investments As a financial advisor I will seek to help small businesses families and individual build a strong financial well being through the following products but not limited to Wealth management products includes the use of trusts and estate planning vehiclesInvestments Mutual and pooled funds variable and fixed annuities segregated funds and GICsRRSP RESP Registered retirement savings plan registered education savings planProperty and Casualty InsuranceAuto insuranceHealth and dental InsuranceDisability insurance as the name suggests in the event of an accident you would only have to worry about getting betterLong-term care insurance if at some point in your life you need to enter a long term care facility or receive care at home or in adult day centers This policy would reimburse you for expenses or another will offer you the income to receive the medical attention requires called income style planLife Insurance is used to protect the financial security of the ones you love There is term insurance permanent and universal life insuranceGroup BenefitsChoosing a mission statement that would be used as the benchmark for my business was a critical step in the business planning stage Keeping in mind the business goals its value proposition and ensuring both statements articulates my thought in the most effective form possible was a challenge However I was able to realize the following Mission statementDeliver customized solutions that make a difference in your life and in the nextValue propositionIll listen and deliver results Ill be next to you every step of the way to ensure everything has been done to your satisfaction Setting my business apart from competitors would be tricky since there are many qualified advisors The cornerstone of my business reputation would fall on the lines of genuinely caring and having my clients best interest in mind Taking the
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