Jeff started his insurance career by joining RBC Insurance in 2006. After nine fruitful years at RBC, helping insurance advisors grow their business, he decided to start his own firm Secure Plan. Through SP, he actualized his vision of helping executives and professionals manage their insurance and employee benefits.  

Here are some of the topics we discussed with Jeff:

 Jeff’s career beginning and success in the insurance industry

• Importance of Insurance in business and in life 

• What is a disability, and how it can affect your income

• Types and benefits of Life insurance’

• How Jeff builds long-term wealth using life insurance

• The impact of the current pandemic on his business and at the insurance industry at large

• Mortgage brokers vs Insurance brokers

• The 3 types of insurance brokers

• Consumer Education vs Sales Process