DRock
Legacy Member
hi,
Congrats to another Montrealracing memeber, 26 years old.
he asked me, to set him up on a good life insurance policy.
I went to see him a his work, reviewed all his options, he made his choice and we sent in his application.
this guy has no kids, not married and lives at home with parents.
but he understands that its important to get started young.
now thats smart financial planning.
We'll also be working on his investments and RRSP's.
thanks
Tony.
Congrats to a another member.
called me on my cell, wanted to discuss some different ideas, Savings, RRSP's, Life Insurance etc..
during our 1st meeting we set up his 3.75% savings plan, and completed his first personal Life Insuance application. he's 27 years old. not married, no kids, but understood the benefit to start early.
when his Life Insurance gets approved, we'll meet again to discuss his RRSP's.
now thats's taking advantage!!
thanks
Tony.