Collaborator Newsline | 2017 issue 7


Protect your network with life/health insurance from your Taxevity Team

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Reader, September is Life Insurance Awareness Month (LIAM). Race car driver Danica Patrick returns as the spokesperson for this initiative from the nonprofit Life Happens.

LIAM is the ideal time to nudge your connections to look at their insurance protection.

We're helping by:
1. Posting a daily "Did You Know" on Twitter (#LIAM17), Facebook, LinkedIn and Google+.
2. Letting your referrals book web meetings
3. Hosting an all-new Google Site at http://liam.taxevity.com

— Promod

PS Jeevan passed his FPSC Level 1 on his path to becoming a CFP. He's also studying for his Certified Executor Advisor (CEA) designation.

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Catastrophe Planning: Disability & Life Insurance

Catastrophe Planning: Disability & Life Insurance

While life insurance is important, disability insurance is too. This interview from CBS Boston radio gives a US perspective. Protection is important in Canada too.

Tip: Taxevity offers both disability insurance and life insurance.

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Don't let your estate planning create a family feud

Don't Let Your Estate Planning Create A Family Feud

This too-common real-life story shows what can happen without proper preparation.

Tip: If you help with estate planning, please make sure we know so that we can make referrals to you.

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Questions? Comments? Clients?
Simply reply to this email or phone/text Promod Sharma at 416-938-3711.

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Bonus: Business Success Tips

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Password guru regrets past advice

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5 key habits from top salespeople

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How to record a podcast for less than $1,000

 
 
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