|
The following marketing
tips are in PDF format. You must have Acrobat Reader loaded on your
PC to view these articles. If you don't have Acrobat Reader, click on
the following logo to download it.
 April
2005 -
Mortgage Insurance Payback |
| November
2004 -
RSP Season |
| September
2004 -
LTC and annuities. |
| August
2004 -
The "Power of Two" strategy. |
| June
2004
- Successor Annuitants |
| January
2004 -
Guaranteed Single Pay Long Term Care. |
| October
2003 -
Annual review checklists. |
| September
2003 -
Advisor resources. |
| May
2003
- This month's tip discusses trial applications and temporary insurance. |
| January
2003 -
This month's tip discusses how segregated fund withdrawals affect
your client's guarantees. |
| December
2002 - This month's
tip discusses the Debt-Swap Strategy used to make interest on debt
tax deductible in certain instances. |
| November
2002 -
This month, tips and tools regarding RSP's. |
| October
2002 - This
month's tip outlines upcoming changes to Maritime Life's Critical
Needs Insurance. After reading the tip, click links here for Sample
Client Letter and Maritime
Life's Bulletin regarding these changes. |
|
September
2002 - Good generic articles written for
the consumer that you can use in your practise. |
|
August
2002 - If you have clients who would like
to earn higher than average GIC returns yet do not want to lose any
capital, then the new Canada Life Private Collections might be the
plan for them. |
 |
This
website is intended for use solely by Financial Planners and Life
Insurance Advisors. It is not intended for use by the public. |
© 2002 S&V Planning Corporation. All Rights Reserved
Contact Webmaster