1. THE FOUR CORNERSTONES TO FINANCIAL HEALTH
The Canadian Financial Security Program

2. The Canadian Financial Security Program
Offers TWO Levels of Help and Advice
As a Member, you have unlimited access to all website materials at any time 24/7
Will Documents Tax Savings Investing Life Insurance Mortgage Insurance Home Business Final Expenses Legal Forms
CFSP has qualified Financial Consultants in all Provinces to provide personal coaching and advice on multiple financial topics
The Canadian Financial Security Program

3. What are the Big Four Financial Mistakes That Can Ruin Your Future And Compromise Your Family’s Security?
Paying Too Much In Taxes
Dying Without a Will
Not Being Financially Prepared for Retirement
Owning Overpriced or Inadequate Life Insurance
The Canadian Financial Security Program

4. The Four Cornerstones Of Financial Planning
The Canadian Financial Security Program

5. “Wake Up and Smell the Tax Savings”
For most people, tax is life’s biggest expense
We are among the most over-taxed people in the world
Up to 50% of what you earn goes in taxes
HOW?
Yet, many millionaires reduce their income tax to ZERO
The Canadian Financial Security Program shows you how the “wealthy” make expenses “DEDUCTIBLE”
YOU could generate a $2,000 to $3,000 Tax Refund Next Year
Download and read,
“Wake Up and Smell the Tax Savings”
The Canadian Financial Security Program

6. (Depending on your marginal tax bracket, you could save up to 40%)
“Wake Up and Smell the Tax Savings” will teach you how the wealthy make many everyday expenses deductible.
(Depending on your marginal tax bracket, you could save up to 40%)
Gas
$48
$80
Vehicle Payment
$234
$390
Travel Expenses
$2,100
$3,500
Car Gas, Oil & Auto Repairs Mortgage Interest & Taxes Utilities & Telephone Vacation Credit Card Interest TV & Accessories
Camera Subscriptions Stationary Computer Office Furniture Recreation Vehicle Children’s Allowances
The Canadian Financial Security Program

7. Will Documents Protect your family from the unexpected
From your “Members” website, you can download all necessary Will forms.
Protect your family from the unexpected
Complete the three sets of Will Documents:
Last Will and Testament
Living Will
Enduring Power of Attorney
Print as many copies as you like
Comes with a complete book of instructions
However, what good is a Will, if you’ve got nothing but DEBT to leave behind?
The Canadian Financial Security Program

8. Investing for Your Future
Good long-term returns
Principal protection/preservation
Investing and avoiding taxes - legally
Importance of diversifying
The Canadian Financial Security Program

9. Proper and Adequate Life Insurance
How to properly evaluate your needs – for life
Permanent coverage vs. temporary (term) coverage
Most Canadians do not have the proper balance
90% will pay more than necessary throughout their lives
Most are dreadfully under-insurance
And, you may be able to simply “re-deploy” what you’re presently spending
The Canadian Financial Security Program

10. Prioritize and Take Action
NOW
Complete your Will Documents for each family member
Read “Wake Up and Smell the Tax Savings” – execute the strategies
Review your investment strategies
Review your Life Insurance needs and present coverage
The Canadian Financial Security Program

11. WHAT NEXT? Return to www.truehelpfinancial.com/members and download:
The Will Kit Estate Documents
“Wake Up and Smell the Tax Savings”
Investment results take time, but no one knows when they may wish they had reviewed their Life Insurance needs….
The Canadian Financial Security Program

12. Build THE FOUR CORNERSTONES TO FINANCIAL HEALTH
Start Today – For a Secure Tomorrow
The Canadian Financial Security Program