ANNUAL REVIEW CHECKLIST

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