Throughout your client’s lifetime, they may set many goals for themselves and their family. But what would happen if your client encountered an unexpected life event or financial emergency that could prevent them from achieving their goals? Continue reading “INFOclip: Exploring Capital Alternatives”
Having a drink, taking a shot, chugging a brew are familiar synonyms for alcohol consumption. This is neither new nor regional. Humankind the world over has been fermenting beverages for millennia with the oldest verifiable brewery located near Haifa in modern day Israel (1). Whether imbibing baijiu in Shanghai, sake in Tokyo, ouzo in Athens or a stunning variety of wines in the Mediterranean countries, the cultural and geographical blueprint for alcohol use runs deep and broad. France even has wines named after some of its’ most famous regions as any proud denizen of Champagne or Bordeaux will boast. Continue reading “Having a Drink: Is One Too Many?”
New Year celebrations have come and gone, but don’t worry, it’s not too late for your client to make an RRSP contribution for 2023. The Income Tax Act allows an RRSP contribution that is made within the first 60 days of the following year to be used either in the year of contribution or in the year prior. So, if your client makes an RRSP contribution by February 29, 2024, the contribution can still be used as a deduction from their 2023 income. Definitely some good news to share with your clients! Continue reading “The 2023 RRSP Contribution Deadline”
The time for your client to file their 2023 personal income tax return is just around the corner. Need a reminder about how Canadians are taxed, including something to share with your clients… read on. Continue reading “Your Client’s 101 on How Canadians Are Taxed”
As the year comes to an end and we look forward to the new year, let’s revisit some of the insurance and investment related articles, videos, calculators and tools that were on your clients’ favourites list in 2023 – check them out and be sure to share them with new clients and prospects. Continue reading “Your Clients’ Greatest Hits 2023”
Everywhere you go
Take a look at your T5 and T4, or you may soon be poor
With all the taxes at your door.
It’s that lovely time of the year when everyone is full of cheer (the 2023 brand of cheer, that is!) And now, tax season is just around the corner. But that’s no reason to fret! You still have time to act and ensure your taxes are a delight and not a downright fright. That little extra time may just be enough to pay off that pony you just bought little Tony.
So, here’s a little gift to get your season started right whether you’re a toy building elf, a gift giving saint, or a retired snowman, there’s a tax guide for you. Continue reading “It’s Beginning to Look a Lot Like Tax Season”
Every dollar counts when your clients are working hard to meet their financial obligations while also saving for retirement. This calculator shows how they could increase their expected tax refund and use it to increase their planned RRSP contribution, significantly enhancing their short and long-term RRSP savings. Your clients have options to temporarily fund their additional contribution using an out-of-pocket strategy or a conservative short-term RRSP loan strategy (until they recoup it from their expected refund).
Share Optimizing Your RRSP with your clients to show them how they can make the most of their RRSP. Continue reading “Optimizing Your Client’s RRSP”
Lars and Nora knew how to set their employees up for success, whether they were coming or going. Read about how their creative insurance planning benefited their employees and their business. At just the right time, their Overhead Expense coverage and Wage Loss Replacement Plan gave them the breathing room they needed to envision a corporate restructure that set the company and key employees up for sustained growth and long-term success.
Share their story with your clients to help start new conversations about creative corporate insurance planning. Continue reading “Learning From Experience: Lars & Nora’s Story”
The 2023 Federal Budget proposed changes to the existing Alternative Minimum Tax (AMT) rules with draft legislation released on August 4, 2023. These revised rules will apply beginning January 1, 2024. Continue reading “Alternative Minimum Tax Changes – What Your Client Needs to Know”
Did you know that as an Advisor with PPI, you can qualify for access to AmpLiFi, our all-in-one cloud-based sales enablement platform that helps you quote, generate leads, manage in-force business and ultimately, close more deals?
Part of PPI’s Stratosphere digital suite of tools, AmpLiFi helps guide you and your client through the sales process. When you share a Your Link Between article, your reader can click the ‘request a quote’ button, launching the AmpLifi experience — which assists with needs analysis, quoting and helps to close the deal —this tool can take you and your client from start to finish seamlessly and elevate your practice to a new level. Continue reading “The AmpLiFi Experience”