Rick Jackson
Account Manager - Group Retirement @Calla Financial Services
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WORK HISTORY
Account Manager - Group Retirement @Calla Financial Services
West Vancouver, BC, CA
Provides group retirement advisory services to organizations as well as individual insurance and investment advice to individuals. He is responsible for plan level interactions and services including plan marketing and advocacy on behalf of our clients.
EDUCATION
Dalhousie University
CEBS, Group Benefits
The University of British Columbia
Bachelor of Arts, Sociology
ABOUT RICK JACKSON
Eagle Bay Financial Services Ltd. is an independent agency providing \"Group Insurance” and \"Group Retirement” services and plans exclusively to Indigenous organizations throughout BC. Calla Financial Services Ltd. is an independent \"full service\" agency that provides complete support for businesses and individuals seeking the best employee benefits, insurance planning and retirement planning advice. Our unique business approach includes providing uncompromising and exceptional service to our clients. My specialties and skill set includes the Group Retirement Savings - Group retirement savings plans including: RPP, RRSP, DPSP - Pension planning reform and advice - Group retirement plan member education - Exit/termination strategies for employees including Locked-in retirement planning Employee Benefits - Assist with full employee benefit plan reviews for group benefit clients to help find cost containment where possible - Assist and troubleshoot for individuals with group benefit inquiries - Liaise directly with clients and provide education to staff members on their available employee benefit programs - Stay attune to changing regulatory requirements and employee benefit trends in general - Support my counter-part (Manager - Group Benefits) and provide comprehensive and well rounded service to our clients Individual Clients - Guaranteed Investments - Life Insurance and Mortgage Insurance - Living Benefits including: Critical Illness, Long Term Care and LTD - Registered Education Savings Plans (RESP)- RRSP / RRIF - Life Annuities - Estate Planning - Individual Health and Dental Programs
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