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Prospecting Letters

Personalized Guaranteed Income Strategy

• Get the guaranteed income from annuities plus investment growth potential: the Personalized Guaranteed Income Strategy

Monthly Income Fund

• Looking for a source of stable, tax-effective income? 5 reasons to explore Standard Life’s Monthly Income Fund

Cash Wedge Strategy

• Market drops matter more when you retire – Cash Wedge

Optimal Income Annuity

• Optimal Income Annuity Concept
• GICs vs. Term Funds
• Increasing Annuity Payments
• 5 reasons to explore annuities

Tax Deferred Annuity

• Explore a Tax Deferred Annuity

Guarantee Enhancer

• Explore the Guarantee Enhancer – Ideal 75/100 Series
• Explore the Guarantee Enhancer – Ideal 100/100 Series

Estate Taxes on Investments

• Estate planning peace-of-mind

RRSP Optimizer

• Make plans for your RRSP contribution today
• Make plans for your RRSP contribution today - with segregated funds

Miscellaneous

• Transition to retirement
• Transition steps to retirement
• Intro to Retirement & Questionnaire