Disclosure of information concerning financial security advisors with Lead2Action
Our financial security advisors are accredited and licensed for advice and sales of life and health insurance products. They are all registered with the Autorité des marchés financiers du Québec.
Our advisors are employees of Lead2Action and are authorized to sell the products of the following insurance companies: Humania Assurance; Industrial Alliance; Canada Life; BMO Insurance; iA Excellence; Empire Life; Assumption Life; The Edge Benefits; Canada Protection Plan; SSQ; Manulife; RBC Insurance; Sun Life. If the products offered by these insurance companies do not meet your needs, they will refer you to another financial security advisor authorized to sell other products.
Our advisors receive a salary from Lead2Action. In addition, if you choose to purchase a product through them, they may be eligible for additional compensation in the form of a commission.
Conflict of interest
At Lead2action, our financial security advisors take conflict of interest issues seriously. When analyzing your needs and making their recommendations, they will suggest the best solution to your need and alert you to the existence of any possible conflict of interest they are aware of.
If you wish to receive additional information on our financial security advisors’ professional qualifications and business connections, we will be pleased to answer any questions by e-mail at: firstname.lastname@example.org