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| It’s time to revisit your Living Plan |
*INSTRUCTIONS*: Include your contact information and dealer name at the bottom of the email. See more HTML email instructions here.
Dear <Client WITH a completed Living Plan>,
We’ve made it even easier for you to engage with your financial plan and explore the impact of a whole range of strategies by enhancing our Living Plan portal. The updated digital dashboard allows you to have a clear view of your goals with the ability to view your plan anywhere through the IG mobile app. |
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And, using the Plan Alternatives tool, you can explore a variety of hypothetical scenarios within your plan, such as:
- How saving more will impact how much inheritance you’ll leave behind for your heirs.
- The effect of various strategies on your estate’s value.
- How much extra you’d need to save to reach your retirement goal.
This short video outlines how to navigate the Living Plan portal.
I look forward to reviewing your Living Plan with you. Please <click here (insert bookings page link)> to view my calendar and book an appointment that works best for you.
Sincerely,
<Consultant name>
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[Consultant Name]
IG Private Wealth Management
* Choose dealer: (Investors Group Financial Services Inc.) OR (Investors Group Securities Inc.) * Quebec-only options: (Investors Group Financial Services Inc., Financial Services Firm) OR (Investors Group Securities Inc. Firm in Financial Planning)
123-146 ABC Street, City, Province H1H 1H1 | 416.860.1668 | consultanturl.com
This information is for your convenience only and IG Wealth Management is not responsible for and disclaims any liability for third party businesses, organizations and individuals featured in this newsletter. For more information, please visit https://www.investorsgroup.com/en/legal/disclosures. |
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Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). And Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.
© Investors Group Inc. 2023 |
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