Sun Life | GIC Rate Promotion

In case you missed it, there’s still time to get the special interest rate we’re offering on any short-term redeemable GIC. Remember, this is a great way for your clients to temporarily invest their tax refund.

You can use the following email to contact clients before the offer expires. It encourages them to consider our offer and arrange to meet with you if they’re interested:

Subject line: Grow your tax refund
Hello <client name>

A refund is just that – you get back what you paid. But what if you could get back more than you paid?
You can. Let me explain.
Like many of us, you may have received a tax refund but don’t know what to do with it. Well, I may have a solution, especially if you’re interested in making that refund grow.
Sun Life Financial is offering special interest rate on any short-term redeemable guaranteed investment certificate. It’s a safe way to grow your money and will give you time to decide what to do with your refund.
This offer is for a limited time, so I encourage you to take advantage of it as soon possible. Feel free to contact me by phone <#> or email and we’ll set up a time that’s convenient for you.
Don’t miss this opportunity to get the most out of your tax refund.

Regards,
<Advisor name>
<signature>

Don’t miss out on this excellent opportunity to grow your business.

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