Jody Heebner
Job title: Advisor, Sun Life
Area(s) served: Lethbridge and surrounding area
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Helping people through transitional life periods
Are you working with an advisor and haven't heard from them in sometime? Maybe you would be interested in a second opinion? I’m here to guide you with actionable strategies that will help you reach your health and wealth goals.
Have you recently purchased a home? Perhaps you are recently divorced? Do you have young adult children entering the workforce who need to start saving for the future? Or maybe you just had a baby? What ever your unique situation is, I help people through these transitional periods in life. I’ll create a plan that helps you feel confident in your future.
My office is in Lethbridge, Alberta. I offer in-person and virtual appointment to Clients in the surrounding area. I would love the opportunity to sit down with you to review your needs and help you prepare for the unexpected. Contact my office to book your appointment.
Products and services
Business owners
Life insurance products
Saving, budgeting and investing
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Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.
A day to remember that we are all just surviving on caffeine and chaos 🤪
If you had to describe yourself as a cup of coffee what would you be? Espresso? Latte? Mocha? Cappuccino?
Me—> Latte - Forever customizing myself with different flavors to match my current personality, a little bitter, never too sweet and always cozy and comforting!
#lifehappenscoffeehelps
A day to remember that we are all just surviving on caffeine and chaos 🤪
If you had to describe yourself as a cup of coffee what would you be? Espresso? Latte? Mocha? Cappuccino?
Me—> Latte - Forever customizing myself with different flavors to match my current personality, a little bitter, never too sweet and always cozy and comforting!
#lifehappenscoffeehelps
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan