Letter, brochure and envelope teaser promoting a handbook about Individual Pension Plans aimed at accountants, financial and investment advisors, insurance companies, and financial and human resources officers. Handbook became a best-seller for the publisher.
LexisNexis Butterworths Inc.
Attract High-End Clients to Your Financial Consulting Business!
Do you examine your clients’ long-term goals? Tailor strategies that preserve their assets, avoid unnecessary tax burdens, and protect against creditors? Ensure that their accumulated wealth is distributed to themselves, their family, their estate, and charities?
If not, are you ready to?
Individual Pension Plans (IPPs) will become a major component of Canadian pensions practice as baby boomers approach retirement. IPPs offer the very best tax and retirement savings solution for individuals 40 years and older who have a T4 income over $105,600 and work for an incorporated businesss.
Principal, EC Writing
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