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William T Lugonja with World Financial Group

, Athabasca, Canada
Insurance Broker

Description

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As an financial broker, I work with many companies to help families lower their debt, save for their retirement and make sure they are properly protected.  World Financial Group's mission is: "No family left behind."

By being a broker for many different financial and insurance companies, I am able to help families by:

     - Decreasing their debt
     - Saving for their retirement
     - Saving for their children's education
     - Getting their investments working harder
     - Budget planning
     - Funeral Planning

I can also help protect families with:

     - Life insurance
     - Critical Illness insurance
     - Disability insurance
     - Health insurance
    
As an independent broker, I can source out the best products for my clients, while giving them the best rate possible. The best part about all this, is that sitting down with me is absolutely free, and will always be free.

RECENT FACEBOOK POSTS

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We have 2 new licensed agents in Athabasca!! More agents means we can help more families as ideally, every agent should have a client base of 100-150 clients only so they can help them throughout their lives, with proper attention and support. We are now able to take on 50 new clients over the next 5 weeks. Remember, our service is ABSOLUTELY FREE, unlike other companies who charge a monthly retainer or hourly fee. WE BELIEVE FINANCIAL EDUCATION SHOULD BE FREE, and thus when we sit down with our clients, they never open their wallet to us, ever. If you or someone you know would like a COMPLIMENTARY FINANCIAL NEEDS ANALYSIS done, please contact the office at 780-689-0388 to talk to our senior agent, or call 780-213-4908 to set up an appointment with one of our new agents! Appointments are approx. 1 hour in length, and we can accommodate for young children or meet on hours that you are free, unlike the traditional industry.

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William T Lugonja with World Financial Group

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All those in favour of learning more in an afternoon or morning session, please raise their hand! We've recently had a request for a daytime presentation to teach families what we do and how we can help their family or self, but would like to know that there is interest for this before we plan. If this is something you or someone you know in the Athabasca and district area would like to attend, please like, comment and/or share. Thank you!

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William T Lugonja with World Financial Group

Please RSVP at 780-213-4908

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Ever get declined or rated for life insurance? Talk to us today as we have a new Guaranteed Life Insurance never before offered. Another reason why ours is better! Call 780-213-4908 to chat with an agent.

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William T Lugonja with World Financial Group

Please share

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Hey Fort Sask & Calgary friends, we have 2 new offices opening this week and are conducting interviews and would appreciate some quality recommendations rather than someone I don't know. If you know someone looking for work and you'd consider them a quality person, send me a PM. Thanks

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We will be having another open house on Wednesday, July 20th at 4907-51 Street at 7 pm. Our firm is on the move, opening up 100 new offices across Canada in the past year!! Word is really starting to spread about the great things we are doing for families. If you know anyone in the area whom would potentially be a great fit for some leadership roles, or anyone who is looking to earn an additional $1000-$1500 part time a month working 3-6 hours per week, please send me their contact info. We are looking to fill 5 positions this month. Thank you kindly.

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Had an absolutely great time teaching about money and finance at the Parent Link in the Athabasca FCSS building today! A big thank you goes out to Christa Fuchs for inviting me to teach some great moms about getting out of debt, saving for retirement, and getting proper protection for them and their family. I love being able to meet new people and equip them with the right questions to ask when making any financial choices. With financial knowledge, comes financial well being! Make sure to check it out! There is a learning session every Tuesday from 10am to 11am. Every week there is something different to learn!

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William T Lugonja with World Financial Group

William T Lugonja with World Financial Group
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53% Growth in the company in 2015, while the rest of Alberta is in recession. Think we are doing a great job helping more families, or what!

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