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Summer time is a great time for advisors to catch up and plan for the next quarter.
Many advisors head into the last quarter with little or no planning and by the time December rolls around, they’re scrambling to get everything in.
Successful advisors prepare beforehand.
Fortunately, we’ve put together a Life Insurance campaign kit which includes:
Download the life insurance marketing kit and get prospects in the pipeline by the time September is here:
Learn about financial planning for small business in Canada:
Financial Planning 101: Tips for Small Business Owners
Download our Canadian Tax Planning Guide for a Small Business Owner
Financial Tech Tools
CPAs share their tips to save on tax.
Get the Guide Now