미래파이낸셜서비스

2003년 부터 캐나다 알버타주(Alberta)와 브리티시컬럼비아주(British Columbia) 한인 고객분들에게 재정안정계획(Financial Security Planning) 서비스를 제공하고 있습니다. 재정안정계획과 관련 한글 블로그를 네이버(NAVER)에서도 보실 수 있습니다.

Peter Lee

Peter Lee, MBA, CLU, CHS

Chartered Life Underwriter | Certified Health Insurance Specialist, Financial Security Advisor


안녕하세요 이효석(Peter Lee) 입니다.

2003년 부터 Canada Life에서 Financial Security Advisor로 캐나다 알버타주(Alberta)와 브리티시컬럼비아주(British Columbia) 한인 고객분들에게 재정안정계획(Financial Security Planning) 서비스를 제공하고 있으며 2023년 부터는 자체 브랜드인 Meerae Financial Services로 Canada Life 뿐만 아니라 캐나다 주요 생명보험 회사의 보험상품을 서비스 하고 있습니다.
 

고객의 필요와 재정목표에 맞는 재정안정계획 서비스를 제공하고자 CLU(Chartered Life Underwriter)와 CHS(Certified Health Insurance Specialist) 자격증을 취득하고 개인 생명보험-유산상속플랜-중병보험과 그룹베네핏 분야에서 고객의 현재 재정과 인생단계(Life stage)에 대한 포괄적인 분석과 전문가적인 조언을 통해 고객이 원하는 맞춤형 재정안정계획을 수립할 수 있도록 도와 드리고 있습니다.
 

재정안정계획은 정형화된 플랜보다는 개인과 회사의 재정과 상황에 맞는 맞춤형 플랜을 설계할 필요가 있기에 연락주시면 유선상담과 방문상담을 통해 고객에 맞는 최적의 플랜을 찾아드리겠습니다.
 

감사합니다 

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Ask an advisor: Should I get benefits for my small business? – Canada Life

Find out how group benefits plan can help retain staff, improve morale and productivity, and keep your employees healthy and at work.


View video script

 

Description: This animated video introduces a character named Greg and his advisor with illustrated graphics to show how benefits can help a small business owner.

Text: Ask an advisor: Should I get benefits for my small business?

Description: An illustration of a storefront draws into the frame.

Greg: My employees have been asking for workplace benefits. Are they right for my business?

Description: Greg stands behind a counter of baked goods while talking on the phone. An employee carrying empty coffee cups on a tray walks into frame.

Advisor: I'm in the neighborhood. I’ll stop by.

Description: Cut to a close-up shot of Greg.

Advisor: In today’s competitive job market, group benefits can be a great way to invest in your company’s health.

Description: The advisor sits on a stool at a high table with her laptop. Greg serves her tea.

Advisor: They can help you attract and retain staff

Description: The camera zooms out to show Greg in a circle. Two more circles appear with Greg’s employees inside each.

Advisor: Improve morale and productivity

Description: The camera zooms into one of the employees. Text “Morale” and “Productivity” appear, each with an indicator showing a high rating.

Advisor: And keep your employees healthy at work.

Description: The camera zooms out of the employee to show them safely carrying a large box.

Advisor: There are plans available for companies as small as two people.

Description: Cut to Greg and the advisor talking in the café.

Advisor: You can start with basic benefits such as prescription drugs, dentalcare, disability, life, critical illness and accident insurance.

Description: Illustrations animate into the frame to represent each benefit.

Advisor: Then as your business grows, you can add a retirement and savings plan.

Description: Two illustrations appear : a Muskoka chair for retirement and a piggy bank for savings.

Greg: But can I afford it?

Description: Cut to a medium shot of Greg.

Advisor: Adding workplace benefits can be less expensive than pay raises. When you raise pay, you also increase your contributions to public pension plans, employment insurance and worker’s compensation. With benefits, you don’t have to. You just make the monthly payments.

Description: Three illustrations of the benefits return. A list appears, titled “No increases in:” with “Employer contributions under Canada and Quebec pension plans,” “Employment insurance” and “Worker’s compensation” in a column.

Advisor: And our apps and online services can make administering your plan easy and secure.

Description: Cut to the advisor with her laptop turned towards Greg. The My Canada Life at Work dashboard is displayed.

Advisor: Let’s talk about creating a group benefits plan that works for you, your employees and your business.

Description: The camera zooms out to show Greg and the advisor.

Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”

블로그

그룹베네핏이란?

February 23, 2023 - Peter Lee, MBA, CLU, CHS

그룹건강치과보험(Group Health and Dental Insurance)의 장점, 가입 조건, 플랜디자인을 중심으로 설명드리겠습니다.

그룹베네핏 플랜디자인

July 12, 2023 - Peter Lee, MBA, CLU, CHS

여러개의 독립적인 비지니스(Operating Company)를 갖고 있는 지주회사(Holding Company)의 그룹 보험 플랜디자인 사례를 알아보겠습니다.

생명보험설계

February 20, 2023 - Peter Lee, MBA, CLU, CHS

생명보험 설계는 고객의 생명보험 가입목적, 니즈, 보장금액, 재정상황 등을 고려하여 고객에게 가장 적합한 플랜을 찾아가는 과정입니다.

유산상속과 생명보험

September 25, 2024 - Peter Lee, MBA, CLU, CHS

생명보험으로 효율적인 유산상속플랜 설계하기.

자녀생명보험

February 27, 2023 - Peter Lee, MBA, CLU, CHS

자녀(Children)와 손주(Grandchildren)의 생명보험 설계는 쉽게 고려되거나 논의될 수 있는 개념은 아니지만 ...

중병보험

February 22, 2023 - Peter Lee, MBA, CLU, CHS

중병보험(Critical Illness Insurance) 가입을 위한 Tips!

기간(Term) 생명보험

April 22, 2024 - Peter Lee, MBA, CLU, CHS

고객에 맞는 기간 생명보험(Term life insurance) 선택하기.

법인소유 생명보험

December 7, 2023 - Peter Lee, MBA, CLU, CHS

회사가 주주를 피보험자(Life Insured)로 생명보험에 가입할 경우...