017: Why Sun Life’s Flexibility Beats the Bank

December 8, 2016

About your host

Chad Weninger

​I have been a mortgage broker for 10 years and have held several different positions within the industry to get me to where I am today. Over the years I have helped many families achieve the goal of home ownership as well as save thousands in finding the right mortgage for their needs.

Ivan Dorie is a Financial Advisor with Sun Life Financial, based in Kelowna, BC.

As a husband and father, Ivan is passionate about working with others to ensure the best care for them and their families. He regularly volunteers for the local hospital since receiving hospital support for the birth of his daughter. Through his role as an advisor with Sun Life, he helps individuals and families achieve lifetime financial security.

Ivan discusses the major differences between mortgage and life insurance, flexible options available through Sun Life, and how to wisely invest for the future.

shutterstock_523857610

Key Points

  • [0:26] Tell us a bit about yourself.
  • [1:19] When did you get into the business?
  • [1:29] What drew you to Sun Life?
  • [1:54] What areas do you specialize in?
  • [2:31] How did you get into financial planning?
  • [4:14] When did you know this was the right line of work for you?
  • [4:48] Flexible hours and meaningful work.
  • [4:59] What has been the most satisfying experience in your career so far?
  • [6:08] What is the best business advice you have ever received?
  • [6:40] If you are invited to a place where you won’t know anyone, go anyway.
  • [7:28] What are the differences between mortgage and life insurance?
  • [7:35] Underwriting is the biggest difference.
  • [9:42] Can you name some statistics about what sets Sun Life apart from banks or other providers?
  • [10:34] How does mortgage insurance differ from life insurance in paying out a home?
  • [12:33] When is the best time to buy life insurance?
  • [12:45] Life insurance costs increase with age.
  • [13:26] If a person has been declined for life insurance with another provider in the past, how does Sun Life differ?
  • [14:19] Are premiums priced differently per person?
  • [15:22] What insurance solutions exist for those with chronic health issues?
  • [16:09] What three things should people look for in a life insurance provider?
  • [16:45] Trust is the most important factor.
  • [17:14] Ideally, you don’t want to outlive your insurance provider.
  • [18:11] Are there different theories of investing depending on the provider?
  • [19:29] What is the best way to contact you?

shutterstock_522307612

Contact Ivan Dorie



About your host

Chad Weninger

I have been a mortgage broker for 10 years and have held several different positions within the industry to get me to where I am today. Over the years I have helped many families achieve the goal of home ownership as well as save thousands in finding the right mortgage for their needs.







Share: