| NEWSLETTER - February, 2001
Kim's Korner
The new millennium is
officially here! Happy New Year everyone! We at Taylor wish each of you a very happy,
safe, healthy and successful 2001. We pledge to continue to provide you with outstanding
support services and innovative, creative ideas which will benefit both you and your
clients.
In support of our
efforts to strive to forge stronger ties with our clients, I heard Joe Dickstein speak in
the fall about getting back to basics. He recited many of the electronic innovations of
the past few years, as well as the deluge of specialty magazines and internet offerings
which now invade his office - and his clients’ offices. In his opinion (and I must
agree), the information age has become information overload. Everyone has access to
information, so the challenge for financial advisors is to dispense this information with
authority and clarity. Despite what we read and hear, clients still turn to professionals
for advice. Because, quite frankly, people may have access to the information, but they
generally don’t have the time to properly research and assess what they find out.
They need help navigating the information highway of financial planning. You as the
advisor play a very important role - you are the one who makes sense of everything and
applies the relevant information to each individual situation. Joe’s message came
across loud and clear - the relationship with the client is more important than selling
the product.
Working closely with our
clients, is especially important during the next few months as we help them plan for
retirement during RRSP season. Several of our carriers have their new RRSP packages ready
and they are in our office, so give Indra a call and ask for your supply. You may also be
interested to know that Transamerica won 2 awards at the recent Sixth Annual Canadian
Mutual Funds Awards. They received "Analyst’s Choice" awards for their
GrowSafe Canadian Balanced Fund and GrowSafe Canadian Equity Fund, which won Best Canadian
Segregated Balanced Fund and Best Canadian Equity Fund, respectively.
As many of you are now
aware, Manulife bought Commercial Union just before Christmas, so there will be
amalgamation procedures and updates throughout 2001 as we go through yet another merger
process. I believe this is our fourth merger at Taylor. And believe me, they don’t
really get any easier.
We have launched our new
Contest for this year. We have planned a "Taylor Conference" for May 31 to June
2, at the luxurious and beautiful Holiday Inn Resort Muskoka, in Bracebridge. We are
taking the first 15 brokers who generate $15,000 of net first year commissions from all
new business sources from November 1, 2000 to April 30, 2001. Plan now to attend as we
will have guest speakers, and outstanding accommodations, and for those who wish to stay
on Saturday, we have planned a round of golf. This will be a terrific opportunity to get
away and spend some time with our major carriers, and update yourself on the new and
current issues in our industry.
Lastly, we are sending
each of our producers our new override schedule for 2001, which now includes our new
carriers and our new levels and level requirements. You will note that most levels have
been increased. We will indicate to you your level for this year and we have adjusted the
levels with the insurance companies where necessary. I’m sure you will be happy with
our new Schedule.
As always, we are
working hard to be your MGA of choice. So please do not hesitate to contact me should you
have any questions or suggestions for us. I welcome your feedback and I look forward to
our continued partnership.
Kim Stanley
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the previous Kim's Korner
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