Applications Follow-up   Marg MacLean, Lynda White, Rachelle Stevenson
Associate Communications   Marg MacLean, Lynda White, Rachelle Stevenson
Calendars, Events, Speakers   Heather Polak
CE Credits Certificates   Heather Polak
Contracting & Licensing & Compliance   Ian MacLean, Jennifer Jackson

Commission

 

Jennifer Jackson

Critical Illness   Micheline Varas
Duty/Solutions' Desk Schedule   quotes@customplanfinancial.com
Guaranteed Standard Issue CI/DI/LTC   Micheline Varas
Group/Employee Benefits Insurance   Mike Adamek
Group RRSP's   Rob Hack
Disability Insurance   Micheline Varas
Licenses and E&O    compliance@customplanfinancial.com
Insurance Companies Correspondence   Marg MacLean, Lynda White, Rachelle Stevenson
IRIS Concept (Increased Return on Investment Strategy   Brad Logan, Rob Hack
LifeGuide Quotes/Comparisons   quotes@customplanfinancial.com
Living Benefits   Micheline Varas
Investia Processing   Roman Hunt
Long Term Care   Anja Snow
     
Mutual Funds:    
Investia   Rob Hack,Vilena Papushin, Roman Hunt
     
     
Marketing Directors   Karl Krokosinski, Ian MacLean, Micheline Varas, Brad Logan, Gerald Cilliers,Mike Adamek, Rob Gawthrop, Rob Hack, Becky Brenner, Sunanda Kikla
Policyholders' Service   Marg MacLean, Lynda White
     
Quotes   quotes@customplanfinancial.com
Software up-dates   quotes@customplanfinancial.com
Segregated Funds Processing   Rachelle Stevenson
Speakers' Schedule   Heather Polak

 

 

 

Ian  MacLean ianm@customplanfinancial.com
Jennifer Jackson JenniferJ@customplanfinancial.com
Lynda White lyndaw@customplanfinancial.com
Rachelle Stevenson rachelles@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
Heather Polak saranr@customplanfinancial.com
Mike Adamek mike@adamekfinancial.com

Sunanda Kikla

sunandal@customplanfinancial.com

 

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










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