Day month, year
< First name Last name >
< Apartment–Number Street >
< City Province Postal code
Dear Mr./Ms. < Last Name >:
A smart way to pay less tax in 2016
Did you run out of time or money and weren’t able to make your RRSP contribution by this year’s deadline? If so, there’s a way to make sure this never happens again, and it’s easier than you think!
You can maintain your current lifestyle and still contribute enough to your RRSP using a simple strategy: automatic savings, whereby you automatically contribute small amounts throughout the year. All you have to do is meet with me once to set it up—no more stress over not saving enough.
As your representative, I can recommend investment options that will help you protect your savings while giving you full access to market growth potential: Guaranteed Investment Funds (GIFs) offered by the Helios2 Contract. They are RRSP eligible, so you could get a tax deduction. It’s a smart way to eliminate financial worry!
Call me today at < XXX-XXX-XXXX > to start growing your savings.
Thank you for your trust. I look forward to meeting with you soon to set up your automatic savings program.
Your advisor,
Your professional signature should include all your business card information