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Fri, 01 Nov 2024 01:08:51 -0700 (PDT)
From: "Lawrence Heard" <lawrence.h@executivelifefinances.com>
To: <bob@sarahharvey.com>
References: <e8930a4b-f48e-4b0d-a938-d2a019bc9f83@executivelifefinances.com>
In-Reply-To: <e8930a4b-f48e-4b0d-a938-d2a019bc9f83@executivelifefinances.com>
Subject: Re: Quick question Bob
Date: Fri, 1 Nov 2024 08:08:51 -0000
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Fri, 01 Nov 2024 01:08:51 -0700 (PDT)
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"
>