The LifePlan Financial Group Team
We're here to help...
David Bulinckx - President
- Available to assist in any area of business.
- Marketing and co-op inquiries, including support from both LifePlan Financial Group and supplier companies.
- Assist Associates in creating a Marketing plan and help them to both implement and track their success.
- Compensation inquiries on large cases.
- Please contact at Ext. 229
Bryan Bulinckx CHS - Vice President
- Portfolio Strategies Corporation Senior Branch Manager & Business Development.
- Marketing support on Life, Segregated Funds, Mutual Funds & Exempt Market Investments.
- Advanced case consultation and preparation.
- Product and conceptual training and support for both insurance and insurance related investments.
- Insurance Strategies and Concepts support.
- Please contact at Ext. 0
Ariane Napora - Office Manager/Commissions Administration
- Coordinate administrations duties and office procedures.
- Ensure superior service levels for associated advisors.
- Virtgate Training – Provide training on marketing and administrative tools available.
- Commission inquiries and support.
- Please contact at Ext. 249
Yuee Thabphuta - Director of Business Development
- Coordinate professional development meetings with supplier companies.
- Marketing & Sales supplies for Associates.
- Coordinate New Associate Orientation - one on one training on supplier websites.
- Please contact at Ext. 250
Contracting Manager/Compliance & Privacy Officer
- Contracting, Contract Transferring & License renewals (Insurance) for all Associates.
- MGA/Broker Transfers/Agent of Record Changes.
- Compliance Officer - Risk Business.
- Compliance and regulatory approval (Advertisements, Promotions & mass mail outs)
- Please contact at Ext. 250
Ken Smith, RHU - Living Benefits
- Marketing support on Living Benefit Programs, including Group Benefits.
- Advanced case consultation, preparation and illustrations.
- Product and conceptual training and support on CI, DI & LTC.
- Software training.
- Please contactat Ext. 233
Thea Jenkins - Assistant Branch Manager (PSC) Case Manager - Investments
- PSC Victoria Co-Branch Manager
- Processing investment applications.
- Follow up on applications and transfers in process and after sales service.
- General investment product information, supplies & marketing information.
- Support annuity quotes and comparisons.
- Please contact at Ext. 241
Brandi Butts - New Business/Manager - Risk Business
- Processing and underwriting of all insurance applications.
- Ordering and carrying out of underwriting requirements.
- Provide underwriting expertise on large and difficult cases and educate new associates on the underwriting process.
- Provide quotes and illustrations for Associates including Term & UL Comparisons.
- Ensure prompt negotiations and placement of cases
- Preliminary Inquiries and tentative assessments.
- Provide Associates with product information and competitive rates.
- All life insurance marketing material orders.
- Please contact at Ext. 235
Caitlin Franklin - Reception, Policy Service & Claims
- Reception & Policy Service Administration.
- Client Hospitality.
- CE Credit coordinator.
- In force Policy Claims (i.e. Death, Disability & CI Claims).
- In force Policy Service (i.e. Statements, Beneficiary, PAC, Loans, Ownership, Assignment, Address change).
- Policy changes that require underwriting approval (increases / decreases / Smoker - Non-smoker).
- Please contact at Ext. 221