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Services - For Individuals - Insurance

Personal Insurance Products

  • Life Insurance
  • Income Replacement Insurance
  • Segregated Funds
  • Critical Illness Insurance
  • Individual Health and Dental Plans
  • Annuities
  • Long Term Care
  • Travel Insurance
  • Guaranteed Minimum Withdrawal Benefit Plans

Estate Preservation and Transfer

  • Insured Inheritance
  • Income Shelter
  • Income Annuity
  • Capital Gains Protection
  • Charitable Gifting Plans

To explore the best alternatives for you, we ask you to complete the following Information Request Form. The information gathered below will be used solely for internal client management purposes. We will contact you promptly to determine how we can be of service to you.

Information Request Form

Name:
Phone:
Email:
       
Insurance Yes No
  Do you have an insurance program?
  Have you reviewed your existing plans?
  Are the policy specifics recorded correctly?
  Would you like to review your existing programs or obtain further information regarding insurance?
 
          
 

 

Nobrega Financial / Manulife Securities Investment Services Inc.
1401, 10104 - 103 Avenue NW
Edmonton, Alberta, Canada     T5J 0H8
Phone: (780) 945-2895
Fax: (780) 420-6655
Email: info@nobregafinancial.com
Web: www.nobregafinancial.com


The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund.

Manulife Securities Investment Services Inc.:
Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:
    * Deposit Instruments: GICs, Canada Savings Bonds;
    * Fee for Service Financial Planning;
    * Estate Planning;
    * Tax Planning or Income Tax Preparation;
    * Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

Manulife Securities Investment Services Inc. is committed to protecting your privacy and the confidentiality of your personal information. A copy of our privacy policy is available upon request. If you have any questions about this policy, please call us at 1-800-991-2121.

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© 2009 Nobrega Financial