Jeffrey Goyal
Classification
Individual and Group Insurance
Products
- Individual and Group Insurance
Sunlife of Canada
Helping more individuals and families with their life, disability and critical illness insurance needs. Put it in place before it is too late.
Jeff Goyal is a dedicated and knowledgeable financial advisor providing service to clients, Through a combination of expertise, empathy, and personalized service, i strives to make a positive impact on the financial well-being of those i serves. From insurance to retirement planning, investments, and debt reduction, he provides individuals with the knowledge and guidance they need for a secure future.
My Burning Desire is to
Help my clients achieve financial goals, continuous learning, building strong client relationships, entrepreneurial success, ethical financial planning, community engagement, and personal financial independence.
Accomplishments
Sun Life Top Producer Top Unit ( Participation , Production , Recruitment), Sunlife Rookie of year 2021, Consistent Medallion Qualifier , MDRT Qualifier, Sunlife no 1 Branch Nationwide (Joshua Tree)
Successful Full-time Financial Advisor.
Ideal Referral
Vlogger | NewlyWed | Manufacturing | companies | cooperative | schools | SMEs | Lending
Top Product
Insurance with Guaranteed Cash Pay out | Comprehensive Health Plan.
Group Life and Retirement Package for employees.
Credit Group Life for cooperatives and Lending Business Group Life for students.
Top Problem Solved
1. Debt Repayment: Covers outstanding debts, preventing financial burdens on surviving family members.
2. Education Funding: Guarantees funds for education expenses, securing the future of the policyholder’s dependents.
3. Funeral and Final Expenses: Covers the costs of funerals and other final expenses, easing the financial burden on the family.
4. Estate Planning: Acts as part of an estate planning strategy, providing liquidity for taxes and expenses to preserve the value of the estate for heirs.
My Ideal Referral Partner
HR Managers, CEO and Owner of Companies , Cooperative BODs, School Heads
BUSINESS SUPPORT
Explore our comprehensive range of supplier partnerships designed to enhance and expand your business.