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My Blog

March 2016

Strategic Planning

During a progress check meeting in January, a client revealed to me how appreciative he and his wife was of my service.  It was very heartwarming to me and confirmed that I am doing the proper job of planning strategically.

On a previous meeting they had revealed that one of their biggest concerns was paying down their mortgage.  I asked some questions around that and discovered that it was more important to be in control as opposed to just paying down that particular debt.  

I introduced them to the Manulife One product and showed them the flexibility that it presented, while allowing them the opportunity at any time to deposit as much as they would like (no up to 25% cap) in order to achieve that goal.
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