• Español
  • Español

Schedule a Complimentary, Risk-Free Appointment with Jose Romero

Insurance Agent
Accident and Sickness
(Alberta)

Your future and that of your family members could be more secure.

Lifetime

Health

Studies

Travels

Job

Retirement

Get the complete coverage you need

new-business-formation.jpg

We are fortunate to have an universal health care system. However, our system can’t cover everything.

Illness and injury are unfortunate realities for many people but you can make sure your finances don’t suffer when your health does. Here is why education is important to get extra protections that give you and your family choices when you need them.

Our insurance products and services are backed by the best Financial security and protection platform for the Canadian families and we are committed to bringing the right product based on their needs.

There are many different types of health insurance plans available. Get a free quote by calling us at (587) 568-1549.

Our Mission and Vision

To give canadian families from all backgrounds the power to become financial services business owners, so that every family can access financial education and knowledge, products and resources to prepare for a better future.

Our Services

Financial Planning Analysis

Not feeling confident in your finances? You can talk to one of our advisors who will work with you to craft a financial plan tailored to your needs.

Debt Management

We are helping individuals and families find their best options to deal with their debt and get their finances back on track.

Retirement Strategies

A key to any financial strategy is preparing for retirement. You’ll be able to offer people a variety of options to help them prepare for their leisure years.

Build and Preserve Wealth

Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended. Families need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.

Proper Protection

The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon, or become disabled. They need products that can help them protect the life they’ve built.

Mortgage referral program

This program was established to help you with your mortgage needs through a referral program. Due to the mortgage broker legislation, Jose Romero is not licensed to provide mortgage solutions or advice to our clients. But, the referral program within WFG allows us to refer you to a third party consultant to assist you with your mortgage needs.

Our Products

Super visa insurance provides medical insurance coverage for parents and grandparents of permanent residents or Canadian citizens.
Provides a one-time, lump-sum payment if the life insured is diagnosed with one of the Critical Illness Covered Conditions and survives the 30-day survival period.
A Registered Education Savings Plan, also known as an RESP, is a savings plan used by parents to help them save for their children’s post-secondary education in Canada.
Disability insurance is a source of income that can compensate for the loss of your salary if you are disabled as a result of an accident or illness.
Protect yourself from medical expenses not covered by the provincial health insurance. Prescription drugs, dental and more…
Get help covering your unexpected expenses wherever you travel

THE OPPORTUNITY

A career in the insurance sector is a great choice for anyone seeking stable, well-paid work with excellent prospects for advancement.

A Financial Advisor program will provide you with the skills to work in a variety of different capacities in the insurance industry, including knowledge of commonly used insurance databases and quoting softwares.

Address

4723 52 Ave Edmonton, Alberta Canada T6B 3R6

Find Us

© 2020 Joseromero.ca. All rights reserved. Web Design by Webgreens Digital Agency