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Anju Dhillon

"You cannot predict the future, But I can help you protect it."

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Call: (250) 863-2773

Anju Dhillon

"You cannot predict the future, But I can help you protect it."

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As an insurance advisor or Agent, I provide specialized guidance and advice for
investment in various insurance schemes.
 
I provide financial advice to clients on retirement planning, investing, and
protecting against risks. I complete a financial needs analysis with clients,
including assets and liabilities, tax status, insurance, and risk analysis.
 * Meeting with clients.
 * Offering specialized financial guidance and advice.
 * Completing financial needs analyses.
 * Creating and explaining customized plans.
 * Utilizing knowledge of tax investment strategies.
 * Assessing clients’ financial portfolios.
 * Analyzing clients’ risk. -Encouraging clients to invest in the future.
 * These are some of my ethical duties.



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