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Tue, 05 Nov 2024 00:10:58 -0800 (PST)
From: "Lawrence Heard" <lawrence.h@executivelifefinances.com>
To: <bob@sarahharvey.com>
References: <7bd7383c-883b-4d7e-82dd-7ce6ec5e7b38@executivelifefinances.com>
In-Reply-To: <7bd7383c-883b-4d7e-82dd-7ce6ec5e7b38@executivelifefinances.com>
Subject: Re: Quick question Bob
Date: Tue, 5 Nov 2024 08:10:57 -0000
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Tue, 05 Nov 2024 00:10:58 -0800 (PST)
Hello Bob,
We just helped another recruitment director like you save 28k in tax by
changing their life policy to one that can be paid as a company expense.
Would you be interested in finding out how much we can save you?
Kind Regards,
Lawrence
On Fri, November 1, 2024 8:08 AM, Lawrence Heard
<lawrence.h@executivelifefinances.com>
[lawrence.h@executivelifefinances.com]> wrote:
> Hi Bob,
>
> Just being professionally persistent and wanted to check if you were
> interested in finding out how much tax we can save through your life
> insurance?
>
>
> Thanks,
>
> Lawrence
>
>
> On Tue, October 29, 2024 8:08 AM, Lawrence Heard
> <lawrence.h@executivelifefinances.com>
> [lawrence.h@executivelifefinances.com]> wrote:
>
> > Hi Bob,
> >
> > Noticed you are a director at Sarah Harvey - if you have a personal life
> > policy I can save you tax by switching to one that can be paid as a
> > business expense.
> >
> > I just saved a recruitment director like you 33k in tax between now and
> > age 65 doing this.
> >
> > Worth a chat?
> >
> > Kind Regards,
> >
> > Lawrence
> >
> >
> > --
> > Lawrence Heard | Managing Director
> > 07866938734
> > Executive Life
> >
> > If you would prefer to not get any future emails from me, no worries,
> > just reply back "don’t need this"
> >