Simplified Financial Inc.
@SimplifiedFin
We are your partners in insurance protection for your family, business, and money. Explore your options with in-person and virtual meetings. Visit us!
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Did you know we serve clients in Hixon, BC? Refer a friend! We are here to help! linktr.ee/simplifiedfina…
Ever wondered if your long-term #disability is taxed? It depends if your plan is individual, group, and/or a government program. Generally, if you pay the premiums, it is non-taxed. Give us a call! We are here to help! linktr.ee/simplifiedfina…
Ever wondered how medical #EI is taxed? This depends on how much you received within the tax year. Give us a call to review! We are here to help! linktr.ee/simplifiedfina…
Ever wondered what your #tax rate will be if you withdraw from your RSP? It depends on how much you withdraw. 10% withholding tax for up to $5k withdrawn, 20% for between $5k-$15k, and 30% for over $15k. Give us a call! We are here to help! linktr.ee/simplifiedfina…
Did you know we serve clients in Bath, ON? Refer a friend! We are here to help! linktr.ee/simplifiedfina…
Ever wondered how much you can withdraw from your #RSP? Technically, you can withdraw the full balance. Keep in mind, it will add to your taxable income. Give us a call! We are here to help! linktr.ee/simplifiedfina…
Ever wondered who to call if you get injured? If we are the broker on your plan, you can call us. If not, contact your plan administrator. Often, you can complete an online claim. We are here to help! linktr.ee/simplifiedfina…
Ever wondered what your disability coverage is? Take a look at your booklet. Give us a call to review it! We are here to help! linktr.ee/simplifiedfina…
Ever wondered how to find your #benefit booklet? You could ask your HR person or plan administrator. You may be able to find it on your online account. Or, you can contact your carrier. Give us a call! We are here to help! linktr.ee/simplifiedfina…
Did you know we serve clients in Plamondon, AB? Refer a friend! We are here to help! linktr.ee/simplifiedfina…
Ever wondered when your benefits reset? Sometimes it is the calendar year. Sometimes it is the effective date of your coverage. Give us a call to review your coverage! We are here to help! linktr.ee/simplifiedfina…
Ever wondered if your coverage covers a Glucose Monitoring System (GMS)? Give us a call and we can review your coverage! We are here to help! linktr.ee/simplifiedfina…
Ever wondered if changing your smoking status can change your premiums? Yes, updating your smoking status from smoker to non-smoker can significantly reduce your monthly premium. Give us a call! We are here to help! linktr.ee/simplifiedfina…
Ever wondered if your smoking status can change? Yes, if you have not had so much as a single puff for 12 consecutive months or more, you may be eligible for a smoking status change. Give us a call! We are here to help! linktr.ee/simplifiedfina…
Did you know we serve clients in Madeira Park, BC? Refer a friend! We are here to help! linktr.ee/simplifiedfina…
Ever wondered if you are paying for coverage you do not need? Sometimes there is a policy you purchased at a time you needed it that is no longer suitable for you. Give us a call to review your coverage! We are here to help! linktr.ee/simplifiedfina…
Ever wondered why your #investments are not increasing? It could be the fund is conservative, the fees outweigh the earnings, or it is purely a savings account that relies on your contributions. Give us a call to review your options! We are here to help! linktr.ee/simplifiedfina…
Ever wondered how your #investment makes money: interest, dividends, or your contributions? Different products make money in different ways. Give us a call! We can review how your investment makes money and if it is still a good fit. We are here to help! linktr.ee/simplifiedfina…
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