Karl Jung, CLU
I entered the financial industry in April 1980 as a career agent with Canada Life. When the insurance companies entered into a “brokerage” arrangement with their advisors, I incorporated Karl Jung Financial Services Ltd. and selected 8 major Canadian life insurance companies to work with.
My role as an insurance and financial advisor is to assess my clients’ needs and make recommendations from the various life companies I represent. The advantage to those using my services is that I am not limited to one insurance carrier – I have the ability to give multiple quotes from various life insurance companies. The products I use are life and disability insurance policies, group benefit packages and investment vehicles such as GICs, Annuities and Segregated Funds.
To make the most appropriate recommendations I assist clients through the financial, retirement and estate planning process as needed.
I am based in Gibsons, BC where I maintain my home-based office and make weekly trips to the Lower Mainland. In addition, in order to service clients living in other parts of the province, I make annual trips to the Okanagan and Vancouver Island.
Adam Jung, CLU
My goal in entering the financial service industry is to build my own clientele while working with my father and his existing clients. I have always found the subject of money and investments of interest, and over the last decade observed my father and his own meaningful interactions with his clients. One passion of mine is to tackle the subject of financial literacy with my generation, as many Millennials sorely lack sound financial guidance, and are sometimes neglected by the financial industry in receiving proper financial advice.
I began to have a paradigm shift in 2011, seeing my father’s career as a way I could make a meaningful contribution to people’s lives, and in many cases help reduce their financial stress. In 2012, I decided to take the financial courses required to write the provincial exams under the LLQP licensing program. I successfully completed the courses and further studies, ultimately completing the Chartered Life Underwriter (CLU) designation program in May of 2019.
I am currently licensed with 9 major life insurance companies – Canada Life, Empire Life, Manulife, Ivari Life, Industrial Alliance, Great West Life, Sun Life, RBC and CPP. Additional companies will be added as necessary in order to provide an in-depth portfolio of insurance and investment products.
I work throughout the Lower Mainland meeting clients at their home or business, as well as various offices provided by HUB Financial in Richmond, Langley and Vancouver. In addition, I make bi-monthly trips to the Sunshine Coast to offer services in the Gibsons and Sechelt area..