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Free PDFThe Renewal Playbook
22 pages · PDF · Free, no signup
11 min read
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Free guide
The Renewal Playbook
How to beat your bank's first offer by 30-60 bps
70% of Canadians renew with their bank at the rate they're first quoted. This guide is the alternative — a 5-day playbook for 120 days before maturity that, on average, saves clients $4,200 over a 5-year term.
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Inside the guide
7 sections- 1Why your bank sends the letter 21 days out (it's strategic)
- 2The 120-day window: what to do, week-by-week
- 3Reading your renewal letter — what to ignore, what to negotiate
- 4Stay vs. switch: the math, with worked examples
- 5Email scripts that get bank reps to budge
- 6The Loyalty Rate trap (and how to flip it)
- 7When refinancing at renewal makes more sense than renewing
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