Financial planning

Recession articles to share with Clients and prospects

 What is a recession and what does it mean for you?

The recession is technically here - what can you do right now?

What’s on your mind? Identifying your financial concerns

A checklist to share before Client meetings to help you understand and address Client’s financial concerns.

Sharing interest in a life insurance policy - Lawyers and accountants guide

This guide addresses lawyers’ and accountants’ concerns in managing tax and legal issues with regard to the different methods of sharing interests in a life insurance policy. This includes shared ownership and shared benefit insurance arrangements. Also points out marketing opportunities for these concepts in the small business market.

Beyond the Client worksheet

Use this PDF fillable worksheet to identify various contacts associated with a Client and identify potential opportunities to build or strengthen your intergenerational and holistic practice.  Enter the data in your CRM software (e.g. Salesforce) to automate your process and keep track of future opportunities.

Cascading Life Insurance handout

Illustrates strategies for high-net-worth individuals to help protect the next generation along with the benefits of creating a tax-efficient transfer of their surplus cash flow or tax-exposed investments from one generation to the next through permanent life insurance.

Value of Advice handout

Allows you to showcase to Clients how the value of your advice goes well beyond the investment fees and returns by highlighting various aspects of a holistic human-to-human advice practice. Illustrates four major aspects to the value of advice framework.