Advisor Profile :
Juli-Ann has been in the industry for over 7 years. I challenge myself each year, and thus far, have mastered listening, administering and servicing my clients' varied portfolios. I specialize in both our individual and group lines of businesses in either JMD or USD currencies.
Warm. Passionate. Determined. Juli-Ann Marquis has been in the industry for over 7 years, and each year, she meets some intrinsically personable individuals/families, travels the length and breadth of our beautiful island and at the end of it all, finds herself falling deeper and deeper in love with what she does. She challenges herself each year, and thus far, has mastered listening, administering and servicing my clients' varied portfolios.
Adept in estate planning, retirement planning, mortgage/loan insurance, key man indemnity insurance, buy/sell agreement funding, debt liquidation, disability income / buy out funding, health / critical illness insurance and investment, she specialises in both our individual and group lines of businesses in either JMD or USD currencies. She is also a Qualifier of the Million Dollar Round Table.
Get In Touch
Book an appointment
Schedule an appointment with this advisor today.