Here is the service offer you will benefit from:

- 1 visit / year

- 1 update call / semester

- 1 email from me / semester (economic update, newsletter, news or any other relevant information)

Qualification criteria:

- assets under my individual management: between $ 150,000 and $ 300,000; family: between $ 300,000 and $ 500,000

- Life / critical illness / disability insurance premiums: between $ 5,000 and $ 7,500

- Annual salary: between $ 100,000 and $ 150,000; family $ 200,000 and more

Criteria that can increase the class:

+++ SEO

+++ economic potential

Following a meeting, it will always be possible to reassess the class to which you are entitled considering various factors and according to our discussions.

MAT Financial Services advances your financial and emotional intelligence