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CLIENT EXPERIENCE

“Brad, thank you so much for coming to our office and being part of our Staff Development Day.   Your session certainly made our staff aware of the importance of financial planning, no matter what age group you are in.   You made everyone feel at ease and able to ask questions without feeling intimidated.  We all felt that your presentation was very valuable and each one of us took away something to help us be more “financially fit” in the future.”

“Recently our company was approached by [FlexBEN], to see if they could help us to economize our monthly costs for the company group benefits package. We found working with [FlexBEN], to be a very pleasant experience which realized a cost savings for both the company and employees. They were very conscientious regarding management’s time when meeting to present the quotes, and always available by phone or email to answer any questions we had. Making the transition has been an easy process, with [FlexBEN] helping us every step of the way. We look forward to building on our group benefits package in the future, and know that we can count on [FlexBEN] to continue providing us with excellent, reliable advice and service. Thanks [FlexBEN], for helping us to reduce costs without losing any of our coverage.”

M. Dennis, Group Plan Administrator

“Brad Way’s level of professionalism went above and beyond our expectations. His schedule was very flexible and he was able to meet with us at our convenience. Our initial focus was on life insurance which turned into a long term financial plan. With Brad’s knowledge, he has helped us to understand the principle of life insurance, critical illness and the rationale of investing. Brad has shown us our options and educated us so we could make the right decisions. His simple approach has made our financial goals attainable. I highly recommend Brad for insurance, investing and a financial life plan made personally for you and your needs.”

Ashley Arnold, Coffee Cravings

“Brad was most helpful in our life insurance planning. He was easy to talk too and always got back to us quickly with what we needed. Brad was able to answer all of our questions in a timely fashion and was highly knowledge. I would recommend Brad to all of York Region Police and their famiilies.”

Adam Bosomworth, Your Content Goes Here

“The Napanee & District Chamber of Commerce has been pleased to provide visitor information and membership services since 1995. Over that time our organization has enjoyed an excellent relationship with Marlin Financial our local Chambers Insurance representative.

Providing cost savings opportunities to Chamber members is a necessary feature in developing our membership base and the Chambers Plan is an important part of our member incentive package.

I have been a part of the Napanee & District Chamber of Commerce for 10 years and have been pleased to work with both Brad Way and Brian Patterson of Marlin Financial. Both are community minded individuals who have participated actively in our organization providing valuable input.

We have had a long standing and beneficial relationship with Marlin Financial and I am pleased to offer this note of endorsement. I have no doubt the Marlin Financial team will do what is necessary to provide professional cost effective services to your members on behalf of the Chambers Insurance Plan and I am confident they will become a valuable partner of your organization.”

Kathy Medd, Napanee & District Chamber of Commerce

“Our company was approached by [FlexBEN] to see if they could help us to economize our monthly costs for the company group benefits package. We found working with [FlexBEN] to be a very pleasant experience which realized a cost savings for both the company and employees. They were very conscientious regarding management’s time when meeting to present the quotes, and always available by phone or email to answer any questions we had. Making the transition has been an easy process, with [FlexBEN] helping us every step of the way. We look forward to building on our group benefits package in the future, and know that we can count on [FlexBEN] to continue providing us with excellent, reliable advice and service. Thanks [FlexBEN] for helping us to reduce costs without losing any of our coverage.”

M. Dennis, Group Plan Administrator

YOUR PLAN. YOUR WAY.

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Welcome to our new blog. As you might know during our site migration our blog will be a bit out of date and/or behind. We will be updating the site over the coming weeks. Have a [...]

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