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RBC Insurance – Participating Whole Life in Action

November 18 EST @1:00 pm - 2:00 pm


CE accreditation under review

In this presentation, Anna Tsepelis of RBC Insurance, will look at four concepts where we see RBC Growth Insurance in Action. We will introduce our Term Partial Conversion and Carryover feature and how we can extend its accessibility and flexibility when coupled with our Additional Deposit Option. We’ll also examine a case study on how to use the Waterfall Concept to pass on wealth between family generations in a tax-efficient way and model how a juvenile whole life policy grows meaningfully over time, creating a powerful wealth transfer solution. Finally, we feature our Juvenile Guaranteed Insurability Benefit and how an industry first feature unique to RBC Insurance provides a solid insurance foundation for young people that can benefit and protect them for years to come.


November 18 EST
1:00 pm - 2:00 pm
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