Jennifer Anderson
Job title: Advisor & Financial Planner, Sun Life, CLU®, PFA™, Ph.D.
Languages spoken: English, French
Area(s) served: Kingston, ON
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let’s work together
Working with me is about you. Together, our goal is to reach your goals on your timeline and on your budget. Let’s makes plans to work with the time and money you have. I am here to help you reach your goals, whatever they may be.
I am lucky to work with a diverse group of Clients. I work with many Clients who are just starting their careers and families. Many of my Clients are single and building a plan on their own. I also work with many Clients who are moving into retirement and planning for the next generation. Clients appreciate my approachable and genuine nature.
My office is located in the Kingston, ON, Sun Life Financial Centre and I offer both in office and virtual appointments to Clients across Ontario. I have flexible working hours to accommodate different schedules. I am happy to provide my services in both French and English.
How I can help you
Creating a plan should be more than just maximizing your investment account values over the course of your life. I believe that your financial resources gain their value based on the things you use them to accomplish.
I can help you:
- make smart investment decisions,
- choose the right insurance and
- check up on your finances when you experience big life changes.
I am approachable and naturally make myself available to Clients. I want them to know that they can rely on me. If you’re ready to get your finances in order, contact my office today.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articlesScript: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
