Sonika Saggi, CFP, Insurance Advisor

09/26/2022

By the grace of Almighty I qualified for Vice President’s conference in Sparkling Hill resort , Vernon due to my work in insurance last year ! Awesome place !
Many thanks to my clients for the long term trust and support 🙏🏼

03/24/2022

Dealing with 2 death claims right now- Male 41 multiple organ failure death and Female 57 Kidney cancer death ! This is the hardest part of my profession and most imporatnt one too ! Only two thoughts run through my mind during such times- first, wish the person lived a long life and second it would have been better if I could have delivered a larger cheque to the family to take care of themselves ! With inflation rising and higher debt due to real estate prices touching the sky, everyone should have another look at their policy and increase coverage if possible !

10/08/2020

An insurer is offering three months free on Term 20/ Term 30 and Term to age 65 policy. Please call me at 604-518-4180 for details .

02/04/2019

Beautiful picture of Northern lights taken by my friend and client Bhag Barmi. It’s beauty reminds of my work... protecting the beautiful dreams of my clients 😊

06/20/2017

Critical illness insurance is an integral part of a sound financial plan. Please call me at 604-518-4180 to learn more about it !

Almost one in every two Canadians is expected to be diagnosed with cancer in their lifetime, and one in four Canadians will die from the disease, a new report by the Canadian Cancer Society predicts.

06/13/2017

Living benefits which mean Critical illness Insurance and Disability insurance are a must unless you have an adequate passive income coming that can prevent a massive financial crash ! Usually when one spouse gets really unwell, the second spouse quits work to take care of the loved one ! This translates into 'almost no family income' resulting in exponential stress unless living benefits are in place. Get yourself covered !

Sonika Saggi , CFP , Cell : 604-518-4180

05/16/2017

Whenever anyone approaches you to check your policies and advises everything done by your previous advisor is wrong, call your advisor to double check. Some newer people are aiming to just cancel whatever anybody owns and get paid on new sale. Rather than finding new clients they are targeting their friends and family and unintentionally harming them. Many of them quit within two years once all friends and family are done and you stand orphaned !
You are not only losing the money paid but also your relationship with a professional. Don't fall prey to this !

12/30/2016

If anyone falls prey to a critical illness, the last thing he should have to worry about is his finances. It's a hard time since the healthy spouse almost always has to go off work too to care for the ailing spouse. Get yourself covered !

11/30/2016

Do not forget to review your insurance if you get some time in the holiday season ! We all spend more time planning our vacation than planning our financial security and goals. Do this too once a year and you will be surprised how much peace of mind and control you feel. Please call me for your plan updates. Happy Holidays :)