AGF Trust is building on the success of its RSP loan program this 2006/2007 RSP season with enhanced services designed to help advisors make the most of this RSP season including an online list of pre-approved clients through AGF Online and extended customer service hours.
No loan maximums, no income verification for loans up to $50,000, guaranteed loan approvals up to $2,500 and rates starting at prime less 1%, make it easy for advisors to focus on their clients by saving them time on administrative paperwork.
For the first time, AGF Trust is giving advisors access to a personalized, pre-approved client list online this RSP season.
By visiting www.agfadvisor.com, advisors can access pre-approved client names and loan recommendations based on 2005/2006 AGF Trust RSP loan records. Advisors can also benefit from paperless and instant online approvals 24 hours-a-day/ 7 days a week, automatic email responses to keep them informed about the status of their applications and in-house customer service from 8:00 a.m. to 11:00 p.m. five days a week.
“Advisors tell us they need loan products and services that help them build and strengthen their client base,” said John Bennett, executive vp at AGF Trust. “Our web-based lending solutions and our industry leading service will do just that. With our RSP and Investment loan products, advisors can serve a range of clients from conservative first-time investors to high-net worth individuals looking to take advantage of tax effective loan strategies.”
The AGF Trust RSP Loan program offers a variety of loan types to suit all investors, whether they are looking to make their current year or maximum-allowable RSP contributions, re-advance loans to increase or refinance an existing AGF Trust RSP loan and transfer loans that consolidate RSP loans from other financial institutions.
For advisors looking for a full financial plan that maximizes their clients’ potential tax-savings, the AGF Trust Plan4 employs a four-in-one strategy that puts every one of their registered and non-registered investment dollars to work. The Plan4 allows investors to build a more diversified and tax efficient investment portfolio by applying dollar cost averaging and non-registered leveraged investing through AGF Trust’s Investment Loan Program.