About Shawn Hope
Is to identify and manage opportunities that foster financial security, independence and wealth optimization.
We acknowledge that each client’s financial portfolio is unique, as we strive to surpass your expectations and deliver end to end solutions with a range of competitive investments instruments.
Your financial goals operate as a catalyst and the foundation of our service to you, and we are committed to building long term relationships on the principles of good financial counsel, integrity, respect, trust, confidentiality and good corporate governance.
Shawn Hope, President of Shawn Hope Insurance Brokers Inc possess a wealth of experience in Insurance Sales and Finance Management and has the proven ability to deliver end to end solutions for company and individual insurance and financial aspirations.
Mr. Hope is a Registered Financial Consultant (R.F.C) and Master Financial Advisor (M.F.A) he received certification in Introduction to Life Underwriting at the University of the West Indies, Life Underwriters Training and Agency, Management at LIMRA International, and also courses in financial planning, asset management and mutual funds.
He is a Life member and past Chairman of the Million Dollar Round Table which is the prestigious association for Financial Advisors. His experience within the MDRT has enhanced his development as a financial consultant by providing valuable and ongoing insights in leadership, teamwork, networking and innovation both regionally and internationally.
Your financial success is our business
Shawn Hope
Are you planning for your child’s education?
Knowledge Is Power! This familiar phrase is quite true and should not be taken lightly.The world is so competitive that you must equip your child with the proper tools to embark on their journey through school, work and everything else. The basic requirements in education no longer stand up in today’s fast paced and rapidly changing environment.
Want to buy or sell stock/ shares?
Share options are available on all of the regional markets such as the Barbados Stock Exchange, the Trinidad & Tobago Stock Exchange and the Jamaica Stock Exchange. We provide information on London, Nasdaq and Annex stock exchange as well as financial advice on shares for your individual needs. Contact us to have a package designed for you
Group Creditor Life Insurance
DON’T MAKE THE SAME MISTAKE TWICE
The purpose of a Creditor Life Insurance programme is to reduce or extinguish the debt to the creditor. It is an insurance that covers the debts of financial institutions and financial companies including hire purchase companies.
BENEFITS OF THE PLAN
- The debt of each borrower is insured and paid off in the event of death.
- Disability – If the borrower becomes disabled the loan is paid.
- Default – It covers all delinquent loans from borrowers.
To do a quotation on the insurance programme a creditor life questionnaire would have to be completed.
Why Should I Buy Life Insurance?
- It offers protection against risk and loss of life.
- Provides benefits in the event of disability and death.
- It provides an income to help your family maintain their standard of living.
- It can be used as collateral.
- It provides a form of savings.
- Adds value to your estate or assets.
- To cater for funeral and other expenses
What are Mutual Funds?
It is a fund that is managed by a company or fund manager who pools together investors money and invests it in different types vehicles, eg., bonds, shares, stocks and securities or a combination of these.
Benefits of Mutual funds
- A diversified mix of investment instruments
- Investment opportunities are greater because the money is invested in different stocks, shares etc.
- Offers high returns in the long term
- Tax deductible benefits
- Funds are managed by investment analyst and managers who use their expertise to yield good returns.
How can I save fast enough?
We can help you with a few simple ideas to help your savings grow even quicker with our Education Fund:
* Save a regular amount every month. You’ll then be able to adapt your lifestyle around the remaining amount and you probably won’t even miss it
* Reduce your spending. Rather than giving lots of presents at birthdays you could reduce the amount you spend on presents and put money in the Education Fund instead. Ask relatives to do the same.
* Reduce the amount you spend on socializing and other similar avoidable costs
* If you receive an inheritance, extra cash, bonus etc., then add a lump sum to your Education Fund
* Show your children that you’re saving for them, so that they will have money when they want to study. This is a two-sided benefit as it will teach your children about the benefits of saving too.