Advisor Profile :
Juli-Ann Marquis


Juli-Ann Marquis
1(876) 823-1620
Profile
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.
Specialty Areas
Juli-Ann Marquis
Get In Touch
Kingston, Jamaica
1(876) 823-1620
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“I’m still young, I’ll be fine.” “I have some savings to fall back on.” “I’ve never had an issue before.”
These thoughts are understandable. At the same time, income disruptions are more common than most people expect. They don’t always come from dramatic situations. Often, they come from everyday realities. An illness that requires rest. An injury that limits mobility. Periods of stress that make it difficult to maintain a normal workload.
Retirement planning is about protecting your rest; as such, we aim to maintain independence, dignity, and financial confidence in the years ahead. Yet for many Jamaicans, saving for retirement can feel abstract or overwhelming, especially when immediate responsibilities take priority. The good news is that retirement planning doesn’t depend on one perfect strategy. With the right mix of long-term savings and annuity solutions, you can build steady financial support for the future while...

