With the end of RRSP season, your clients who will receive a tax refund may need your advice!
What should they do to get the most from their tax refund? Save more in an RRSP, TFSA or RESP, pay off debt, treat themselves or all the above?
TAKE THE LEAD and contact your clients to help them decide. Talk to them about the advantages of saving while pointing out that it’s OK to reward themselves for their good savings habits.
To support you, we have prepared a few promotional initiatives:
- New posts in the Web Showcase
- Personalized link
- Client email template
- Promotional email to clients
- Various thematic banners on ia.ca and in My Client Space
Happy tax season!