All year long, you’ve communicated with your clients about the issues that matter most to them. We’ve compiled the most sought-after articles on the topics that have resonated most with them, including tax, retirement savings, estate planning and insurance.

You can personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to particular clients. This lets you jump-start the conversation on topics about which they may want your guidance.

Subject: Help on the financial planning issues you care about

Hi XX,

In my conversations with you and other clients, certain financial topics came up often. It’s no surprise that leaving a legacy, saving tax and planning for retirement are constant points of conversation.

Here are some articles I think will round out our discussions, and lead us to productive conversations in the New Year.

3 estate planning mistakes

Think before you change beneficiaries

Don’t over contribute to registered plans

Converting RRSPs to RRIFs

Tax saving strategies

You’re never too wealthy for CPP

10 no-nonsense home insurance tips

Use RRSP funds for a mortgage

Tax credits for seniors

Multiple homes mean tax savings

Please let me know when you’re available for an appointment. Best wishes during the holidays.



You can print these articles to pass along to clients, or share them using the site’s email button, or ready-to-share posts.

For more tools, visit AdvisorToClient for Action Steps and meeting-ready Checklists.

Originally published on Advisor.ca

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