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Category Archive for: ‘Marketing Monthly’

Marketing Monthly | September 2017: The RESP

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In this issue: Government of Canada | Registered Education Savings Plans iA Financial | How does the RESP work? RESP withdrawal rules and strategies for 2017 Manulife Financial | RESPs – No longer just for kids Manulife Financial | The rising cost of education: How will you pay for it? Manulife Financial | Secure your grandchildren’s post-secondary education needs Government …

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Marketing Monthly | August 2017: Selling to the next generation

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In this issue: Transferring the family cottage How to compensate and motivate millennials in sales Here’s what it takes to get a millennial to buy life insurance Why a millennial should have life insurance Transferring the family cottage The family cottage should invoke memories of warm weather, sunshine, and happiness. Unfortunately, for some, estate battles or family fights surrounding the …

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Marketing Monthly | July 2017: Saving for Summer Vacation

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In this issue: How to travel Canada this summer, Globe-style 6 really useful things you can do with your TFSA 7 Unforgettable Southern Ontario Road Trips Vacations top list of savings goals How to travel Canada this summer, Globe-style It’s not too late to plan a grand Canadian adventure for your summer vacation. Canada 150 celebrations will be taking across …

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Marketing Monthly | June 2017: Marriage & Money

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In this issue: Marriage and Life Insurance: 13 Things You Need to Know after You Say “I Do” Getting married Money and Marriage: How Getting Married Changes Your Finances Want to save money (and your marriage)? Ditch the expensive wedding Marriage and Life Insurance: 13 Things You Need to Know after You Say “I Do” There are many articles about …

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Marketing Monthly | May 2017: Purchasing a new home – Mortgage vs Life Insurance

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In this issue: Protect more than your family’s mortgage. Protect their future. Your offer was accepted. What now? Why I won’t sell mortgage insurance Toronto housing market frenzy may be subsiding Protect more than your family’s mortgage. Protect their future. Your lending institution offers mortgage insurance. But why settle for an insurance product that does just one thing? When it …

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Marketing Monthly | April 2017: Tax & Estate Planning

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In this issue: Did you have medical expenses? You may be able to claim them on your income tax and benefit return Employee benefits: Taxable or not? Did you have medical expenses? You may be able to claim them on your income tax and benefit return You can reduce the amount of federal tax you pay by claiming a non-refundable …

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Marketing Monthly | March 2017: Key Person / Bull Sell Insurance

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In this issue: Key Person Insurance: Coverage for the Loss or Disability to a Key Employee Using insurance to fund a buy sell agreement is a smart business decision Key person insurance an overlooked opportunity Key person insurance: What is the right amount? Key Person Insurance: Coverage for the Loss or Disability to a Key Employee As its name suggests, …

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Marketing Monthly | February 2017: RRSP

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In this issue: How to make the most of your RRSP this year Gen-X will have to postpone retirement RRSP & living benefit insurance coverage How to make the most of your RRSP this year The Globe and Mail has compiled a treasure trove of RRSP strategies, investment picks and tools and calculators on one convenient page. Everything is here. …

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Marketing Monthly | December 2016: Charitable Giving

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In this issue: Charitable giving using life insurance Donate life insurance, save tax Manulife Financial | Charitable giving with life insurance Charitable giving Charity Navigator Charitable giving using life insurance Most often when we donate money to charities, we do it in the form of a direct contribution. Typically, someone knocks on your door or solicits you through the phone. …

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