RRSP UPDATE _____________________
Subject: December 7, 2009 ? New RRSP features take effect on b>November 9, each financial advisor received an RRSP campaign envelope at their agency. The envelope, titled "IN 2010, ECOFLEXTRA?S STILL THE BEST" contains version 6.0.0 of the Interface CD and other marketing documents that present new sales ideas. Review the Launch note if needed.
We would like to remind you of the following:
Information Folders
You must use the new Information Folders starting December 7
Ecoflextra IA: F13-681A(09-10), IAP: F13-681A-P(09-10)
Ecoflex IA: F13-282A(09-10), IAP: F13-282A-P(09-10)
To users of Electronic New Issue
Starting December 7, you will have to connect to head office to integrate the new Ecoflextra funds with the list of available funds.
Ecoflex/Ecoflextra F17A application
You can still use the F17A(08-10) for IA or F17A-P(08-10) for IAP application form, as it was not affected by the changes.
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Upcoming seminars
Located at:
600-555 Burnhamthorpe Rd. Etobicoke M9C 2Y3
Versatile Financial Group Boardroom unless otherwise stated
Date: Wednesday Dec 2nd, 2009
Company: Assumption Life
Topic: New Product; Par Plus
Time: 9:30am to 11:30am
Date: Wednesday Dec 9th 2009
Company: Assumption Life Investments with portfolio manager guest speaker
Topic: Investment, Loans and the market
Time: 9:30am to 11:30am
Date: Wednesday Jan 13th 2010
Company: Industrial Alliance
Topic: Investments
Time: 9:30am to 11:30am
Date: Wednesday Jan 27th 2010
Company: Assumption Life
Topic: Group Insurance 101; how to sell group to business owners
Time: 9:30am to 11:30am
Click Here to Register for one of the above seminars
Contact:
Sabrina Loessl
Marketing Associate Manager
sabrina@versatilefinancial.com
555 Burnhamthorpe Road Suite 600
Etobicoke, Ontario
M9C 2Y3
Phone: 416-626-5044 ext 223
Fax: 416-626-5068
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