Lira email Template

Subject

Your RRSP investment period will be coming to an end soon

Email text

Dear Mr. Investor,

Dear Ms. Investor,

Your RRSP investment period will be coming to an end soon. Have you factored this important event in your financial plan?
If you have RRSPs, you'll have to convert them into a Registered Retirement Income Fund (RRIF), a Life Income Fund (LIF), a Life Annuity or an Annuity Certain by the end of the year in which you will be turning 71. Now is the perfect time to update your financial plan.
I can help you:

• 
  Choose an RRSP conversion option
  
• 
  Ensure you never run out of money
  
• 
  Protect your estate
  
• 
  Coordinate your various sources of income
  
• 
  Continue to save tax-free
  

It's never too early or too late to top up your savings plan. You can make an appointment with me today by calling XXX-XXX-XXXX. I look forward to meeting with you soon.

Sincerely,

Your professional signature should include all your business card information

Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company.