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2021 RRSP or TFSA campaign | Prestige bundling sales tips

Feb 3, 2021 7:00:00 AM / by iA

With the RRSP or TFSA campaign in full swing, what a great time to discuss Prestige preferential pricing with your clients!

Promote the possibility of combining your clients' assets with those of their immediate family members residing at the same address. They will more easily reach the eligibility threshold for Prestige preferential pricing and save!

 

Sales tips

  • Filter your client list by address and target eligible clients with an asset value of $300,000 or more.
  • Contact your clients with an asset value of $200,000 or more and offer them either the Prestige bundle, which allows you to combine the assets of members of the same family, or the possibility of making up the difference through a fund transfer, thus allowing them to access Prestige preferential pricing.
  • Take the opportunity to ask for referrals and extend Prestige benefits to the extended family.
  • Accelerate processing with online tools.

 

Prestige preferential pricing is also to your advantage to:

  • Build customer loyalty
  • Show the value of your advice
  • Develop your relationships with referrals

See all the details here and advise your customers with prestige!

 

Topics: Savings

Written by iA