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