Scholarship Plan Representative
I am the mom of two teenagers aged 13 and 15. I’ve been making contributions for them through Kaleido right from the start.
I’ve been a scholarship plan representative for over 3 years. In this role, my commitment to my clients is in line with Kaleido’s primary mission: to accompany each child on their journey in order to help them reach their full potential and create the society of tomorrow.
I’ve also been a financial security advisor for over 10 years. As I’m always concerned about their well-being and financial security, I advise my clients on life insurance and investments. My professional experience enables me to give good advice to the families I work with. I’m always on the lookout for the best possible education savings strategies, ones that will enable my clients to realize their plans without getting into financial difficulty.
I’ve also been a volunteer for 5 years with the Cookshire-Eaton Lions Club, an organization that helps children.
I’m passionate about my job, and I have in-depth knowledge of the products I offer. This enables me to meet my customers’ expectations throughout their journey.
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