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RBC Insurance – Estate planning…Planning for the unexpected & expected! Tips and traps with seg funds/annuities
May 11, 2022 EDT @1:00 pm - 2:00 pm
Presented by:
Charu Mathur, Senior Sales Consultant – Wealth RBC Insurance – Read bio HERE
Rhealynne Ries, Senior Sales Consultant – Wealth RBC Insurance – Read bio HERE
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EVENT PASSWORD: rbc1
RBC Insurance is one of the fastest growing Seg fund providers in the country. We will be discussing the importance of Estate Planning and review some key strategies/concepts as:
- Over age 90 market
- Annuity Settlement Option
- Importance of all designations, especially in Non registered contracts – difference between successor vs primary
- GIFs + Annuity Combo VS GMWB
1 CE Credit