Barbara Fuller
Sr Insurance Consultant at Fuller Financial Group
Based in Oakville, Canada
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Seniority
Staff
Department
Sales & Business Development
Location
Oakville
Industry
Financial Services
Company size
4
Contact information
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b•••••••@fullerfinancialgroup.com
Phone
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Background
About Barbara Fuller
Over 20 years experience as an Insurance/Financial Services professional. I am continually updating my knowledge and education to assist my clients as they prepare for their financial security. I ensure that my client's financial plans and goals are achieved by providing them with a unique cash flow plan and I have attained the 'Certified Cash Flow Specialist' designation - CCS. I also work alongside dedicated life planners who help my clients realize their optimum cash flow and tax efficiency, to pay down personal debts quicker, and to optimize their investments for their 'choice of working' years. I have aligned myself with North Shore Wealth Management to ensure my clients have access to the top money mangers in this area. Specialties: Risk Management - Life, Critical Illness, Income Replacement Insurance, Cash Flow Planning and Debt Unification, programs for lifestyle protection and guaranteed lifetime income protection (including annuities, segregated funds which allow probate-free and hassle-free, private transfer of assets to beneficiaries, creditor protection and maturity and death benefit features).
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