F55F-HChan - Check-Out Planning Services Ltd.

How Do You Want To Be Remembered?

Welcome to Check-Out Keep all your important papers ready and accessible with this gift of a free Legacy Plan

HERMAN CHAN, CFP®, CHS
Regional Director

Ph 905.475.0122, ext. 381
E: [email protected]
Twitter: @HermanHChan

Toronto Northwest FC (GTA North)
Freedom 55 Financial (Canada Life)
www.f55f.com

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Working on your CheckOutPlan?

An exciting new offer: Complimentary Check-Out Plans are now available for our top clients... That’s you!

What is Check-Out?

Check-Out offers Legacy Planning tools that will help you to gather the information and documents needed to help us manage your family's future. And, it will save time by reducing the typical “back and forth” needed to gather the content to complete your file.

How Will it Help?

The Check-Out website offers all sorts of prompts, tips and guides to help you organize and provide your information and keep it current. What’s more, you can easily upload important documents and photos that you wish to store or share.

Benefits for Both of Us

Saves time and energy, reduces stress
Prompts you to add items that might otherwise be missed
Allows you to update information anytime
Check-Out is fast, safe and easy to use
Add photos and important documents easily
The chance to create a lasting legacy your family will appreciate

Included with Your Free
CheckOutPlan

Get Family Involved!

Lead the discussion about Legacy Planning with your family and friends. Check-Out offers pre-written content that encourages them to connect & collaborate.

Keep Pets Safe

Create a Succession Plan for your pet that ensures they will be well cared for in case you're unable.

Create a Legacy

Share your favorite stories, recipes, songs, movies and more. The Making Memories section will help you create a legacy the family will treasure.

For more features visit:
CheckOutPlan.com/using-check-out

To Get Started

1. Click the button below or email me for the complimentary access code
2. I’ll send you the code and simple instructions to get started right away.