About me: I am a life insurance and financial advisor holding a life and mutual funds license for
the province of Ontario.
Companies I represent: I represent several companies recommending their various tools when
the situation warrants them - life insurance, disability, critical illness, long term care, family &
group benefits, segregated funds, guaranteed investment options.
My goal: is to do what is in your best interest
Nature of relationship with company(ies) I represent: No insurer holds an ownership interest
in my business, nor do I hold a significant interest in any insurance company
Compensation: If you choose to purchase a product through me, I will be paid by the company
that offers that product. I am compensated by a sales commission for most products at time of
placement, and may receive a renewal commission if you retain that policy with the company.
For certain products, I may receive a referral fee. I may also be eligible for additional
compensation such as bonuses and non-monetary benefits, such as travel incentives and may
be entitled to participate in a share purchase plan. This compensation depends on various
factors such as the volume or retention of business I place with a particular company during a
givenperiod of time. Time and mileage - will apply if above does not occur.
Conflict of interest: I take the potential of a conflict of interest seriously. I will notify you if
there is a conflict of interest of which I become aware in regards to recommendations to you.
My overall recommendation will take into consideration, and will be based on my analysis of
your financial security needs.
This statement has been prepared by Nancy Ackert and Nancy Ackert alone is responsible for
its accuracy. |