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.
INSURANCE
Do Younger Canadians Need Insurance?
Does your client think they are too young to purchase insurance? Help them discover all of the compelling reasons why they should consider purchasing insurance early in life.
Be sure to share this client-friendly article!
The Importance of Insurance Reviews – Things Your Client Should Consider
Share why NOW is the perfect time for your client to review their insurance needs and make sure that they and their family have the adequate protection in place.
Be sure to share this client-friendly article!
Learning From Experience: The Carte’s Story
It’s important for your client to discuss the transfer of their estate with their family in advance – share this story about the Carte family and how they managed (or mismanaged) the transfer of their family cottage.
Be sure to share this client-friendly article!
VIDEOS
INFOclip: Building Lifetime Protection
Is your client’s life insurance plan designed to last a lifetime? Share this video, part of our INFOclip series, to demonstrate an insurance strategy to help build a lifetime of protection for your client and their family.
Be sure to share this client-friendly article!
INFOclip: Gifting Your Life Insurance
If your client no longer needs their life insurance, have they considered gifting their policy to charity? Share this video with your client to help them understand their options, and the caveats involved, in donating their insurance to charity.
Be sure to share this client-friendly article!
INFOclip: Transferring Wealth to Future Generations
Share this video with your client to show how using “cascading insurance” can help provide financial protection, while also creating a tax-efficient vehicle to enhance and transfer wealth to future generations.
Be sure to share this client-friendly article!
CALCULATORS
Is your client interested in RRSPs? Share this calculator to compare and contrast contribution amounts, frequencies, and timing to help them find the best strategy for meeting their goals.
Be sure to share this client-friendly article!
Your client can benefit from attractive GIC rates without locking in their entire investment for a long duration. Have your client try this calculator to see the potential advantages of GIC laddering.
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Charitable Donations Calculator
Share this calculator with your client to help them estimate the after-tax cost of charitable donations during their lifetime or upon their death.
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TOOLS
When interest rates and inflation are high, have your client consider the value of taking risks to increase their purchasing power – share this tool to demonstrate that value.
Be sure to share this client-friendly article!
Strengthening Your Client’s Safety Net with Critical Illness Insurance
Insurance works as a safety net to meet financial obligations in case of unforeseen events. But does your client’s safety net have any holes in it? Share this tool to help them find out and learn about the many benefits of critical illness insurance.
Be sure to share this client-friendly article!
Exploring Your Client’s Life Insurance Options
Your client already knows that life insurance provides them with a lump sum benefit payable to their beneficiary, but not all life insurance plans are created equal – this tool is a 101 of life insurance options for your client.
Be sure to share this client-friendly article!
And if you have any questions or would like to know more about any of these topics, contact your local PPI Collaboration Centre.
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Greatest Hits 2023