The Performance Through Planning ProgramTM money-back guarantee

We are confident that you will quickly earn your cost (and more) back through the Performance Through Planning ProgramTM. However, if 6 months after the program you are not 100% satisfied with your purchase and you have not generated sufficient new business (including planning fees, insurance and asset management) to cover the enrollment fee for the Performance Through Planning ProgramTM we will refund 100% of your enrollment fee.  Of course to be fair, you need to commit fully to the program.

You must have:

  1. Attended all three online training sessions;
  2. Completed all the tasks contained in the 12 weekly agendas; and
  3. Continued the program on your own for an additional 6 months following the conclusion of the program (i.e. host a total of 3 seminars, continue to hold client reviews, charge a fee for plan preparation, etc.).

The 100% money-back guarantee applies only to Performance Through Planning ProgramTM registrants. Questions about the guarantee? Please send us an email.

210 Centrum BLVD, SUITE 209, Ottawa, ON K1E3V7