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The difference a
Living Plan makes |
*INSTRUCTIONS*: Include your contact information and dealer name at the bottom of the email. See more HTML email instructions here.
IMPORTANT: Consultants located in BC/QC who do not have their CFP/Pl.Fin MUST change the term “financial plan” to “financial strategy” and “financial planning” to “financial strategies”.
Dear <Client WITHOUT a completed Living Plan>,
Did you know that the financial plans of most Canadian investors are actually just investment portfolios?1 At IG, we don’t think that’s enough. We believe a financial plan isn’t complete until it considers every aspect of your financial life, such as cash management, retirement savings, insurance, estate planning and preparing for the unexpected.
The IG Living Plan not only covers every aspect of your financial life, it’s also available to you 24/7 through Online Access. In your digital Living Plan, you can:
- Keep track of the progress of all your financial goals.
- Access updated details of your net worth, income, withdrawals, savings and investments.
- Follow recommendations from your Advisor to help you work towards each goal.
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You can also explore the impact of different hypothetical scenarios on each aspect of your plan.
For example, you can discover how saving more would influence how much inheritance you’ll leave behind for your heirs, the impacts of various strategies on your estate’s value and how much extra you’d need to save to reach your retirement goal. We can then discuss these scenarios together, and I can adapt your plan to make them a reality.
Sincerely,
<Consultant name>
1 IG Wealth Management financial literacy month study |
[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
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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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