Seniority
Manager
Department
Other
Location
Calgary
Industry
Insurance
Company size
1.2K
Contact information
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c•••••••@ppi.ca
Phone
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Background
About Caroline A. Logan
As we move through the seasons of life our needs change significantly. We all know that sensible financial planning can help pave the way to an enjoyable and worry-free life. Most of us also understand the importance of controlling debt and we’re also likely familiar with the challenges of saving for a first home, a first baby, family trips, and even our own eventual retirement. However, life insurance, critical illness insurance, and disability insurance are all important pieces of a solid financial plan but they’re often overlooked because people are simply unaware of the level of financial risk to which they are leaving themselves exposed. I specialize primarily in the family market and my role is to assist you, an Advisor, in navigating the products of over 20 carriers to help you offer the best-fit solution for your client's protection needs. I can help you position the concepts to unveil the risk that is hidden right in front of their eyes and help you prepare personalized packages that will allow them to understand the weight of their purchase decision on their future and their financial wellbeing. I once heard a wise advisor say:".''." Our industry and profession does good things for people in their time of need. Be proud of what you do!
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