New resources to help with client conversations on Risk-Managed Portfolios
Submitted by Victoria on March 26, 2021 - 11:12am
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PDF version | Small business owners are the fastest growing segment in the high‑net‑worth market. While they're focused on running a successful business, they can benefit a lot from having expert guidance on their personal finances. Canada Life™ Risk-Managed Portfolios can help them preserve, protect and grow their personal savings so that they can achieve their financial goals with comfort and confidence. |
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Top concerns of business owners:
- They tend to neglect their personal financial plans because so much of their time is spent running their business.
- Because running a business involves a lot of risk, they may be uncomfortable with taking on too much risk with their own investments.
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- They're experts in their business but need expert help when it comes to investing. That's where you come in!
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| Talk to these clients about how Risk-Managed Portfolios can help them get significant downside protection with modest growth potential while still allowing them to earn a stable income. |
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Supporting your client conversations
Use these materials to help you talk to your business owner clients:
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Find these in the client conversations section of the Risk-Managed Solutions marketing toolkit.
For more information about Risk-Managed Portfolios, contact a member of your Canada Life Wealth wholesaling team. |
