Applications Follow-up   Marg MacLean, Lynda White, Maria Cerato
Associate Communications   Marg MacLean, Lynda White, Maria Cerato
Calendars, Events, Speakers   Samuel Raharjo , Ian Maclean
CE Credits Certificates   Samuel Raharjo (Solution Centre)
Contracting & Licensing & Compliance   Ian MacLean

Commission

 

Jennifer Jackson

Critical Illness   Micheline Varas
Duty/Solutions' Desk Schedule   Solutions Centre
Guaranteed Standard Issue CI/DI/LTC   Micheline Varas
Group/Employee Benefits Insurance   Terry Schorn
Group RRSP's   Rob Hack
Disability Insurance   Micheline Varas
Licenses and E&O    Kari Lee
Insurance Companies Correspondence   Marg MacLean, Lynda White, Maria Cerato
IRIS Concept (Increased Return on Investment Strategy   Brad Logan, Rob Hack
LifeGuide Quotes/Comparisons   Samuel Raharjo (Solution Centre)
Living Benefits   Micheline Varas
Investia Processing   Maria Cerato
Long Term Care   Micheline Varas
     
Mutual Funds:    
Investia   Rob Hack, Maria Cerato
PIP   Ryan Lee, Alice Shin
     
Marketing Directors   Karl Krokosinski, Ian MacLean, Micheline Varas, Brad Logan, Gerald Cilliers,Terry Schorn, Rob Gawthrop, Rob Hack, Becky Brenner, Sean long
Policyholders' Service   Maria Cerato
PIP Processing   Alice Shin
Quotes   Samuel Raharjo (Solution Centre)
Software up-dates   Samuel Raharjo (Solution Centre)
Segregated Funds Processing   Maria Cerato
Speakers’ Schedule   Samuel Raharjo , Ian MacLean

 

 

 

Ian  MacLean ianm@customplanfinancial.com
Jennifer Jackson JenniferJ@customplanfinancial.com
Lynda White lyndaw@customplanfinancial.com
Maria Cerato mcerato@customplanfinancial.com
Marg MacLean margm@customplanfinancial.com
Micheline Varas micheline@customplanfinancial.com
Rick Moore rickm@customplanfinancial.com
Rob Gawthrop rgawthrop@customplanfinancial.com
Rob Hack robh@customplanfinancial.com
Ryan Lee ryanl@customplanfinancial.com
Samuel Raharjo samuelr@customplanfinancial.com
Terry Schorn terrys@customplanfinancial.com 

Sean Long

seanl@customplanfinancial.com

Introduction
Custom-Planned Process
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Your Marketing Directors
Your Team at a Glance










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