CLU, RHU, FLMI
Associate; Group & Disability Insurance for the individual and small business.
Joan entered the insurance industry in 1977 and worked for a major insurer developing a brokerage and distribution operation throughout Nova Scotia and P.E.I. During that time she managed both their individual disability and small business group product lines. With this background Joan is in a unique position to provide our clients with an in-depth knowledge on these topics.
Joan has been an active member of the Canadian Association of Insurance and Financial Advisors (CAIFA) since 1979 and served several terms on the executive. She considers industry education important and has achieved the following designations: Fellow, Life Management Institute (FLMI) - 1986, Registered Health Underwriter (RHU) - 1994, Chartered Life Underwriter (CLU) - 1997 and Group Benefits Associate (GBA) - 2003. |