David Sheldon

WORK HISTORY

EDUCATION

SKILLS

ABOUT DAVID SHELDON

Since new families possess a diverse set of personal needs and requirements, my customized approach to risk management allows me to utilize a fact finding consultative method to determine which insurance solutions address your specific lifestyle needs. Uncover client’s needs through a personal fact finder: I ask questions and listen to your concerns. Review existing insurance contracts for potential gaps in coverage: I will review your current policies and contracts while identifying any gaps in coverage. Identify potential risks and exposures: My review process allows me to identify risks and exposures based on the fact finder. Create a customized personal insurance risk management program: I create a program that address your liability and security concerns. Implementation and Service: I dedicate myself to constant monitoring and evaluating of your insurance and risk management program. I use this method with each and every family. My approach works because it ensures that we cover any gaps in your coverage while reducing your liability in the most cost-effective manner.Specialties: I specialize in new families, as well as parents and grandparents who are preparing for retirement and looking to protect their am a Sun Life Advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, bit.ly/ClearConnection Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.