We don’t just sell products, we deliver solutions for clients.  

1.   Income protection- more coverage for less money

2.   Debt Solution- Get out of debt quicker/ payless interest   (% or $$)

3.   Investments- Manage better rate of return with less risk

4.   Taxes- show families how to pay less taxes and get more back

5.   Income shortfall-  make extra money or build a business (residual income)

 

People don't just need a product, they need a strategy, however the products support the strategy.

 

What You Can Do WITH A License

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INCOME PROTECTION/ INSURANCE

·         Life Insurance (Term ONLY)

·         Disability Insurance

·         Health & Dental Benefits

 

INVESTMENTS

·         RRSP’s (Registered Retirement Savings Plan’s)

·         GRRSP’s (Group RRSP Program) 1 DECISION MAKER

·         TFSA’s (Tax Free Saving Accounts) *not all created equal

·         RESP’s (Registered Education Saving Plan’s) Self-directed ONLY

·         NON-REG accounts (Open Accounts, In-Trust-Accounts, etc

·         Corporation accounts

·         RDSP’s (Registered Disability Saving Plan) *DTC required

 

 

DEBT SOLUTION

·         MORTGAGE REFERRAL LOAN PROGRAM- 

·         DEBT STACKING PLAN- plan to control and eliminate debt in FNA

 

TAX STRATEGIES (Investing related)

·         RRSP Loan Program- 

·         DTC- Disability Tax Credit Certificate ($7800 Tax Credit per year)

·         Start a Business *BEST Tax strategy (Earn, Spend, Save, Pay Taxes)

 

INCOME SHORTFALL

·         Show someone how to make an extra $1000-2000 part-time by getting licensed

·         Show someone how to build a business, residual income, ownership, dream $$ $100K-$300k+