Since we last spoke here…
I took a little holiday to Hecla Island to recover from health concerns. All health reports are good and we are back on track and concentrating on decumulation and longevity planning.
I made the most of this hiatus to round out my Retirement Longevity Income Team for retires’ decumulation strategies.
Ted’s Team:
My colleague Jordy Douglas and I are very pleased to welcome Angie Hurd as our new Business Associate!
Angie Hurd
You’re already familiar with Angie “Ang” with our office for years in numerous roles of increasing responsibility. We are now thrilled as she graduates into the role of Business Associate to do joint work with our existing clients.
Wendy Swanston
To leverage the efficiency of tech tools so I could communicate with you, Wendy who founded and operates eTouchServices, has been managing my eNewsletters, helped me create TedIrvine.ca as well as my new online booking → calendly.com/tedirvine
Ted’s Team approach to serve you:
In the past Angie has worked with the variety of head offices to build and create relationships to support our clients. This is key in our business to have good relationships with the carriers that we use. She is the liaison for our clients and has many different contacts with the companies we deal with.
Angie’s added role for Jordy and myself is to work on joint cases and to understand the new investment products that are pertinent to decumulation strategies for our clients. Angie has and will be attending all educational support which is beneficial to our clients especially in the market of decumulation of money. Angie will also be involved in different strategies for intergenerational planning. Angie is licenced and is now able to do joint work with our existing clients and she is another set of ears to help develop current growth portfolios and analyze long term retirement income support.
As we all know Angie brings enthusiasm and a youthful perspective to Jordy and myself and especially to our clients. Her people skills and client support are an asset to our company and we are so happy for her to be a part of our team.
Ted’s Team Tools:
- Segregated Funds: guarantees, income estate legacy benefits plans
- Exchange traded Funds: CI Direct Investing – lower fees and more diversification
- Banking Support:Manulife Bank
- Referrals for high-net worth clients to private wealth planning and more diversification, lower fees
- Life Insurance models: tax sheltering of long-term cash values
- Annuities: guaranteed incomes
- Index investing (such as) S&P, Nasdaq & TSX
- Intergenerational planning: concepts for family’s future
Ted’s Team Software:
- RAZORPLAN among many features, generates illustrations of YOUR long-term wealth
- CapIntel measures different investments to stress test their performance and what the benefit is to YOU
What all of this means for YOU
These new additions allow Professor Ted to focus on:
- Proper Decumulation of client’s retirements overall retirement incomes.
- Enables me to focus on monitoring the financial industry and the government to capture new ideas to support retirees ie. search for more products with guaranteed incomes such as annuities
- Help analyze home care costs and assisted living when you need it and how to fit it into your budget
- The new world of intergenerational planning
- Help identify your estate & legacy plans and then fulfill on your wishes
- Continue to listen to actual retirees’ concerns and how goals and dreams can change quickly.
Please feel welcome to book a time to chat: calendly.com/tedirvine
I am looking forward to a full summer and hope the very same for you.
