The Canada Revenue Agency began processing returns on February 23 and many of your clients will soon be receiving their tax refund. Thanks to the Savings campaign, you’ve already started the ball rolling. Now, it’s time to take your game to the next level.
Time to take a swing: Your role as an advisor/coach
Three strategies for advising your clients… and scoring points:
1. Maximizing tax benefits: RRSPs, TFSAs or RESPs to turn their refund into real growth.
2. Strengthening their financial security: TFSAs to build a fund for emergencies or pay off costly debt.
3. Protecting their future: Disability or critical illness insurance to safeguard their finances, no matter what happens.
And remind them: it’s all about balance! Even champions get to treat themselves a little sometimes.
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We provide the tools, you provide the advice! The toolbox is your secret weapon to help you shine in your advisory role:
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It’s your serve… make it a winning point
Tax refund reinvestment is a simple, powerful and recurring lever to mobilize your clients, optimize their financial strategies and contribute to the growth of their assets.
And there’s more to come: Get ready… the next sales opportunities will be arriving during the week of April 6!
