Dan Houcher Financial Ltd
4911 50 St, Stony Plain, AB T7Z 1T3
5
13 reviews
8 comments
GXJV+57 Stony Plain, Alberta
Location reporting
Claim this location
Monday: 9–17
Tuesday: 9–17
Wedneasday: 9–17
Thursday: 9–17
Friday: 9–17
Saturday: Close
Sunday: Close
Tuesday: 9–17
Wedneasday: 9–17
Thursday: 9–17
Friday: 9–17
Saturday: Close
Sunday: Close
Dan changed all of that for me. I know with my business and my role in it that if I got sick or injured, it would be quite a difficult time for the company to find someone to handle all of the work I do. So, like with my family, I wanted to ensure that my clients were also taken care of. Yet, I did not want to do it at the expense of possible future investment.
He listened patiently more like a father than a salesperson, and then presented to me a plan that was exactly what I wanted. A critical insurance plan where all of the money I put into it, both corporate and personal, would be returned to me at the age of 65 if I didn't have a critical incident by then. Essentially, a beautiful mixture of a pension plan and a critical illness insurance plan. I pay in, if something happens, everyone is covered, if nothing happens, I build up a small pension savings for when I'm 65. win-win.
He helped guide me through the process, made sure I understood all of the numbers and possibilities, and ensured that I got the best policy possible. Now, I know that if, heaven forbid, anything should happen to me, my clients are covered. And I know that, God willing, if I make it to my old age, I'm not just throwing money away to the wind, but I'm saving up.
I don't think I could recommend Dan any more highly.