Invitation from Desjardins Insurance
Submitted by Victoria on April 6, 2021 - 9:44am
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PDF version | YOU’RE INVITED TO THE EPIC NATIONAL LAUNCH! |
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Are you looking to increase sales opportunities with your business owner clients?
Are they experiencing steady growth with their corporate investment portfolio?
Do you want to highlight the potential tax benefits of diversifying their investment portfolio? |
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If you answered yes, EPIC might be the solution! Desjardins Insurance is pleased to introduce EPIC, a dynamic planning approach that can help reduce the impact on the corporation’s small business deduction (SBD) due to the passive investment income rules. This strategy provides you with a tailored suite of solutions for your business owner and incorporated clients to: - Reduce current and future corporate taxes
- Improve their corporation’s risk management tools
- Enhance their estate and retirement planning options
Join us on Wednesday, April 21 at 2:00 p.m. ET to learn more about EPIC. Our experienced Regional Sales Directors, Dawit Hamilton, Christina Nishiyama, Rehan Bhanji and Fraser Campbell will share the benefits of EPIC and how this strategy can be integrated to your clients’ business practices. |
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Come discover how EPIC can help. |
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