As you are aware, it is our goal to help you prepare for your retirement and to ensure your family’s successful future. In order for you to see where you may require more strategic planning or preparation in this regard, I thought I’d share with you a powerful tool that will help us gauge this, the Willing Wisdom Index™.
The Willing Wisdom Index™ is a series of questions that once answered will generate a report and a score. Ideally, your Willing Wisdom Index Score is a minimum of 75 or higher which signifies that your estate plan is in good order. To get a better feel for this tool, you can take a look at this short 2-minute video by clicking here.
To get started, simply email us your interest and we will provide you with a free access code. Visit www.WillingWisdomIndex.com, ignore the $199.00 and enter your free access code that we will provide for you (but you need to email your interest to us). Please note that access codes are time sensitive.
As always, we are here to assist you with all your wealth management needs. If you’d like to share a copy of the results with us we can get to work on the next steps and action items to improve your Willing Wisdom Index™ score. The peace of mind you’ll have from this will certainly be worth the investment of our time.
Email us at Darlene.Lanigan@RichardsonGMP.com
The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson GMP Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. Richardson GMP Limited is a member of Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.