Financial Planning Checklist for Incorporated Professionals

When dealing with an incorporated professional, things can get pretty complicated. This checklist is focused on helping you make sure you don't forget to discuss key aspects of a professional's financial planning.
August 9, 2018/by Angelina Hung

Financial Planning Checklist for Business Owners

When dealing with a business owner, things can get pretty complicated. This checklist is focused on helping you make sure you don't forget to discuss key aspects of a business owners financial planning.
August 1, 2018/by Angelina Hung

Financial Planning Checklist

This financial planning checklist is client-centric and focused on their entire financial picture with the goal of having a meaningful and open conversation with client/prospect about their finances.
July 30, 2018/by Angelina Hung

Life Insurance Campaign

Summer time is a great time to catch up and plan for the next quarter. Many advisors head into the last quarter with little or no planning. Fortunately, we've put together a Life Insurance Marketing campaign to help you effectively market insurance so you have prospects ready to go in September. Download your free Life Insurance Campaign kit.
July 19, 2018/by Angelina Hung

10 essential decisions for business owners

Download your free powerpoint presentation and video that covers 10 essential decisions for a business owner from considering corporate structure to retirement and succession planning.
July 11, 2018/by Angelina Hung

Measuring the Economic Cost of New Tax Proposals

Measuring the Economic Cost of New Tax Proposals CLU Comment 2018
July 9, 2018/by Angelina Hung

The Need for Group Benefits

Employee Benefits make Smart Business Sense. Download your free video and presentation to talk to business owners about employee benefits.
July 4, 2018/by Angelina Hung

Financial Planning for Professionals

We've put together a powerpoint presentation and video about Financial Planning for Incorporated Professionals.
June 27, 2018/by Angelina Hung

Financial Planning for Business Owners

We've put together a powerpoint presentation and video about Financial Planning for Business Owners.
June 19, 2018/by Angelina Hung

What’s Financial Planning

We've put together a powerpoint presentation and video about Financial Planning.
June 13, 2018/by Angelina Hung

Small Business Tax Changes Campaign

We've put together a powerpoint presentation about the small business tax rules. You can use this at a seminar with your small business owner clients, accountants or incorporated professional clients.
May 30, 2018/by Angelina Hung

Small Business Tax Changes Presentation and Video

We've put together a powerpoint presentation about the small business tax rules. You can use this at a seminar with your small business owner clients, accountants or incorporated professional clients.
May 24, 2018/by Angelina Hung