Bulletin Board | Global Pacific Financial Services

Bulletin Board

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eBulletin | Sep. 22, 2015

Mon Sep 28, 2015 - 7:44pm GMT

Individual Insurance

Cascading strategy – new material

Giving you a new resource when talking to clients – a video presentation

Wealth

Reminder: Re-contributions to RRIF plans following new minimums in federal budget

All RRIF re-contributions must be processed through head office. RRIF re-contribution transactions not processed through head office will not receive tax receipts. Advisors who have processed RRIF re-contributions and not sent them to head office should contact the Client Service Centre at 1-888-724-3680 for more details

September - Wealth management operations update

TransXpress - Special issue - read all about the launch of our new brand, ivari

Mon Sep 28, 2015 - 5:04pm GMT

Special issue – read all about the launch of our new brand, ivari

We're almost there!

Become the advisor of choice for clients stepping into retirement

Fri Sep 18, 2015 - 10:26pm GMT

96% of clients ages 65 and over are expected to consolidate all assets with one advisor in the next five years(1). Yet, only 11% of people approaching retirement have a formal written plan for managing their retirement finances(2).