| Your comments will help us determine
in which areas we can be of service to you now and in the future,
in tems of keeping your Financial Security Program up-to-date.
Please complete this form and forward it by fax or mail (this
form you can print).
My/Our FinancialSecurity Program should be updated because I/we
have:
- .....Entered into a new business venture or sold a business
or farming operation.
- .....Paid off or taken out a new mortgage.
- .....Decided to finance grandchildren's education.
- .....Decided that investment programs and strategies should
be re-examined.
I/we would like to get infromation from you about:
- .....How to tax shelter non-registered money on a guaranteed
basis.
- .....How to insure that RRSPs and RRIF income doesn't run
out.
- .....Investment funds with 100% guarantees of principal.
- .....Estate Planning.
- .....How to protect retirement income against inflation.
- .....Business Key Person insurance.
- .....Business Buy/Sell business insurance agreements.
- .....Critical Illness and Long Term Car insurance; Income
Replacement insurance.
- .....Life insurance and tax sheltered growth.
- .....Tax advantages of giving money to charities.
- .....OTHER ITEMS OF INTEREST, please specify
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Name........................................................................
Phone......................................... Address........................................................................................................................
Best time to contact....................................................
Email.........................................
I guarantee that the information you provide will be kept confidential,
and that I will personally respond to you by phone, fax, mail
or email.
Hans Mathisen
President/Owner
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