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MEMBERS ONLY – Partner Office Hours (Jung Financial Services: Insurance & Benefits)

August 14 @ 3:00 pm - 5:00 pm

Free

Meet Adam Jung, Partner at Jung Financial Services Ltd.:

“I have always found the subject of money and investments of interest, and over the last decade observed my father and his own meaningful interactions with his clients. One passion of mine is to tackle the subject of financial literacy with my generation. I’ve been lucky enough to have a father in the industry to guide me through the financial minefield of life, but I know others haven’t been so lucky.

I’m currently contracted with 8 major insurance companies, as an independent insurance broker. My main focus is on core risks management financial products such as life, mortgage life, disability and critical illness insurance.  My other focus has been working with small businesses and providing a cost-effective alternative to group benefits in the health and welfare trust. As of August 2017 I’m taking my final CLU course (which compromises of 6 courses and a final exam), to better assist my clients with their corporate insurance planning, estate planning and succession planning needs.

I work out of the lower Mainland and service the entirety of West Van all the way as far as Chilliwack. I also make frequent visits to the Sunshine Coast where I grew up, and annual trips to Vancouver Island and the Okanagan. With 4 years of experience under my belt, I hope to win over your business with my knowledge, reliability, professionalism, and passion for my job.”

Jung Financial Services Ltd. is a family owned and operated financial services provider run by a father and son team, Karl and Adam Jung. As independent brokers, they help families and small businesses find the most appropriate life and disability insurance solutions, along with group benefits packages and pension fund management.

www.karljungclu.com

Book a time with Jung Financial Services Ltd.:

Adam from Jung will be available for 30-minute meetings on August 14, and September 11. You have the option of in-person meetings or video calls.

Location: Spring HQ at the AMP Coworking Space – Mezzanine Level
Address: Buzzer #9020 OR #9050, 90-425 Carrall Street, Vancouver BC V6B 6E3, Canada

Sign up to be a member to get access to all member only office hours with our partners.

Common Questions & Topics:

  • What would happen to your business if you died?
  • How do you protect your income and business if you were disabled or sick?
  • How do you provide a great benefits package for employees and set them up for retirement?
  • How do you get money out of your company in the most tax-efficient way and how do you fund your retirement?

Details

Date:
August 14
Time:
3:00 pm - 5:00 pm
Cost:
Free
Event Category:
Event Tags:
,
Website:
https://spring.thinkific.com/courses/Community-Hub

Organizer

Spring
Phone:
6044401010
Email:
chin@spring.is
Website:
spring.is

Venue

Spring
Buzzer #9020, 23 W Pender Street
Vancouver, British Columbia V6B 6E3 Canada
+ Google Map
Phone:
6044401010
Website:
spring.is

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