Building and preserving wealth together.

1-800-561-1177

Reminder! Make sure to join us for Tuesday morning's call!
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Join us tomorrow morning for our weekly Google Hangout where we will be doing a demo on a couple of insurance strategies and creating the concept reports.  The 'TFSA Estate Maximizer' and 'Legacy Builder' (aka Estate Bond) are two of the most common strategies used in the insurance industry and we will do a deeper dive to help you feel comfortable with them.  Join us and bring your questions.  

Tuesday, March 9, 9:00am-10:00am (PST)

Join with Google Meet (Copy the link to Google Chrome):

https://meet.google.com/bkb-jygu-vre

To join by phone only: +1 289-949-1550  PIN: 165 770 193# 

Look forward to seeing you.