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Locality: Lloydminster, Alberta

Phone: +1 780-871-0066



Address: #205 5009 48th St T9V 0H7 Lloydminster, SK, Canada

Website: www.Sunlife.ca/Travis.Robertson

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Robertson Insurance and Investment Solutions Corp 26.02.2021

If you want Life Insurance, call me...if you have questions about Life insurance, call me...if you want or have questions regarding health, disability, critical illness, or long term care insurance, call me...if you are wanting to start some investments, call me.....if you currently have investments but you want a second opinion on them, call me.....My role as a Financial Advisor for the last 10 years is to assist people and corporations with maximizing wealth, minimizing taxes and ensuring you and your loved ones are taken care of in a time of need. Any of the above feel free to give me a shout 780 871 0066 Travis Robertson Sun life financial

Robertson Insurance and Investment Solutions Corp 09.02.2021

To my dear friends, family, and clients, The cost of insurance often increases with age. But it's usually with age that we begin to recognize its value. With this in mind, I'd like to make sure you're aware of the benefits insurance can give your child. When thinking about your financial plan, don't forget the kids! There are long-term advantages to acting now to insure your child.... Life insurance: Take advantage of savings opportunities. Some plans include a cash accumulation fund, where you can tuck away extra savings to grow tax-deferred until your child needs them. Protect your child's future insurability. Your child will benefit from having an inexpensive term protection policy already in place, that can be converted to a permanent policy (for their lifetime) without any financial or health requirements. Lock in a low premium rate - for a set term or for life. You can also transfer the policy to your child tax-free when he or she becomes an adult. Critical illness insurance: Insure your child for life, regardless of their age or how their health might change over time. If your child has a covered critical illness, you can be there when your children need you most, knowing you have help to protect your income and can take time off work if you need to. With the innovative return of premium (ROP) option, 75% of the policy premiums are returned to you after your child reaches age 25 - perfect timing to help cover wedding expenses or the down payment on a first home. The limited pay option lets you make your child's policy payments over a 10 or 15 year period. Coverage lasts for your child's life, but you aren't obligated to make further policy payments. To learn more, visit our family insurance page. You support your children in many ways. Insurance is another way you can set them up for a secure future. You can help your child protect their finances and their own family when the time comes - all while taking advantage of affordable, fixed premiums for a term or life that protect them today. I'll be available in the next few days to discuss the options and whether this is something you'd like to explore. In the meantime, please feel free to contact me if you have any questions. Sincerely, Travis Robertson Sun Life Financial

Robertson Insurance and Investment Solutions Corp 27.01.2021

Never hesitate to call 780 871 0066!