Jody Heebner

Your family means the world to you, as they should.

Let’s protect their future and work towards giving them everything that they need and deserve.

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.

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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

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.

Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!

Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.

Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/jody.heebner/

Help protect your family's future and save money too!

Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.

Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.

*Terms and conditions apply.

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Office information

Lethbridge, Alberta

Phone:

(403) 328-3306 x2220

Email:

jody.heebner@sunlife.com

Cell:

(403) 360-1817

Address:

404 Scenic Drive South,, Lethbridge, AB, T1J 4S3 Canada

Office hours:

Monday 10 a.m. to 6 p.m.

Tuesday - Thursday 8:30 a.m. to 4:30 p.m.

Friday 8 a.m. to 12 p.m.

Let’s connect

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