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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They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.
With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://advisor.sunlife.ca/jody.heebner/
Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.
With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://advisor.sunlife.ca/jody.heebner/
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/jody.heebner/
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/jody.heebner/