Jamie Lepper Member Profile
Category: Insurance: Life, Health, Group, Business
Business Builders Niagara Member
IDEAL CUSTOMERS:
My ideal referrals are for individuals, families, small to medium sized businesses, or trusts that want to protect themselves from financial emergencies caused by health issues and / or the death of a loved one or key person. These referrals should want to protect themselves as wisely and inexpensively as possible and if possible build their wealth and community as they do this all while receiving sage advice, and caring service.
Lepper Financial Services
About
Services Offered
- Life Insurance, Health Insurance, Group Insurance, Business Insurance
- I offer insurance, wealth, and estate planning services for families, professionals, and business owners with or without corporations. I will consult with your lawyer and accountant to ensure that all your financial needs are met.
Chartered Life Underwriter
Certified Health Specialist
Life Licensed
RIBO Licensed
I like to help my clients achieve their goals with careful planning and review. I use a fact-finding process that checks for compatibility, goals, values, lifestyle, and spending habits. I will collaborate with my clients to eliminate any financial gaps, so that wealth can be built and protected, both now and into the future.
Testimonials
"About two months ago I had a great conversation with Jamie about his business and my own. I was hugely impressed by his easy going nature, his understanding of his business and the way he was able to share what he does without making me feel pressured. When I spoke with him I mentioned a detail about a family member that shapes part of my life. Today we met online at a networking meeting and the first thing he did was to offer me a contact he knows based on what I told him 2 months ago! How many people do you know that listen that closely to what you are saying, and actually care enough to remember it months later? I was blown away and extremely moved! That is the kind of person I want advocating for me with insurance or finances. Wow."
~ David C
Testimonial
""Jamie is a highly personable and informative insurance professional. He has helped me with affordable and solid long term disability insurance. I highly recommend Jamie."
~ Mike S
"Jamie is a professional and experienced advisor. He helped me find the most suitable insurance plans for my family. He is very patient and willing to answer all the questions you may have. Highly recommended."
~ Ivy L
