With this marketing package for advisors, your clients will benefit from learning how to dispel the myths of leveraged investing, plus:

• What is Conservative Leverage

• How to Magnify Returns Like the Rich Do

• Leverage Risk Decreases Over Time

• When a large "Catch-Up" RRSP loan makes sense - and when it doesn’t

• The Perfect Complement to RRSPs

• When Leveraging Equity Funds Make Sense

This low-cost Education and Marketing Package gives advisors the knowledge and tools to provide clients with new, value-added strategies to:

• significantly increase this year’s business

• differentiate from the competition

It includes a printed copy of:

• 33-page Research Report for advisors on the technical aspects of leveraging

• 5 "Napkin" Illustrations: simple, understandable ways to introduce leverage
  concepts in a few minutes using nothing more than a "pen and napkin"

• a fill-in-the-blank educational worksheet

• customized one-page Strategy Sheet articles for distribution

• Emotional Acid Test to see if a client is ready to proceed and stick to the plan

Promo Sheet