Robert Klein
Life Disability Insurance Specialist @Financial Horizons
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WORK HISTORY
Life Disability Insurance Specialist @Financial Horizons
CA
Life Insurance Disability Insurance Critical Illness Group Benefits Insurance Examples $2.5 Million term 10 /$2.5 million term 10 @$120/month @ Male/Female @ 36/29 (2018)$2.0 Million term 20 @$68/month @ Female @ 37 (2018)$500k Term 10 @$145/month @ Female @ 60 (2018)$100k Universal life @$360/month @ Female @ 71 disability @$360/month @ Male @ 47 (2018)$4800/Month disability @$370/month @ Female @ 37 (2018)$4800/Month disability @$220/month @ Male @ 37 (2018)
EDUCATION
The University of British Columbia
Wood Science and Wood Products/Pulp and Paper Technology
Capilano University
Engineering
ABOUT ROBERT KLEIN
Mortgages are what I do – the crazier the better. My specialty is complex situations that need creativity and mathematical thinking. For example, recently, I had a client that was buying a $4.5M rental condo in Vancouver. Two other brokers and one bank tried and could not get it done. A real estate investor client of mine, became aware of the situation and knew this was a challenge that was right up my alley. I was able to secure 100% financing on the $4.5M rental condo. This means zero down on a $4.5M rental condo in Vancouver. The way I’m able to do these mortgage scenarios for my clients is through my core competencies: Creative – I attack problems fifty different ways until they are solved Mathematical – My brain is wired for mortgage math and top of that I have created software for the mortgage industry Networked – I have relationships with all levels of bank personnel (from branch manager, mobile specialists, small business lending depts, commercial lending depts, to private banking) – and have a huge network to call upon as needed. Where I spend most of my time is with clients who are incorporated, real estate investors and higher net worth individuals. If you fit into one of these categories I’m probably the guy you want to have a 10 minute chat with – please contact me at: 77••••••32 or email: r•••••@robertklein.ca Specialties: Commercial Mortgages | Residential Mortgages | Business Mortgages | High Net Worth Solutions | Financing Property Purchases | High End Disability Insurance | Life Insurance | Critical Illness | Mentor and Trainer | Keynote Speaker | Poker Fan
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