Best Financial Advisors in Spruce Grove, AB

Thank you to our valued clients, Darrell & Rachida Sabo for this review! Read the rest of their story below: Approximately a year after having this coverage in place unfortunately the cancer metastasized and later a terminal diagnosis was made. We asked if there was any way possible that any of the money in the life insurance policy could be accessed while I was still alive. Clay went to work again to see what he could do on our behalf. The terms of the agreement stated that I would have to wait until the policy was in place for two full years to access any of this money, however, Clay made a case on our behalf and worked diligently with the insurance company to see what could be done. The terms of the agreement said a maximum of $25,000 could be accessed on such a basis. With Clay working diligently with the insurance company, not only was he able to get us access to the $25,000 compassionate benefit, but he was able to advocate a 75% payout in advance so myself and my family could live our best life moving forward for the remaining time that I have left. We told Clay that this never would have happened without him, not only to get the payout but to get the coverage in place in the first case. He jumped through every hoop, left no stone unturned, and looked after our family in a way that we could have never imagined. Thank you, Clay and your amazing team, for all that you've done!