Are Your Clients Ready for Retirement?

This presentation, titled "Are Your Clients Ready for Retirement?", focused on the critical importance of preparing clients for each stage of retirement, defined as the Go Go (age 65–75), Slow Go (age 75–85), and Slow Mo (age 85+) phases. It emphasized the need for stable, tax-efficient income and strategic longevity planning, along with the effective use of government benefits such as OAS, GIS, and CPP. Key tools highlighted included financial plans, annuities, and segregated funds to support estate planning and income needs. The presentation also encouraged maximizing RRSP and TFSA contributions while leveraging government programs to enhance retirement income. It concluded by reinforcing the value of continuous client engagement and personalized financial strategies.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 6m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC – 1 Life credit (in bundles) * ICS - 1 Segregated Funds credit * ICM - 1 Segregated Funds credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Are Your Clients Ready for Retirement?
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Santo Filice

Santo is celebrating his 28th year of service with RBC Life Insurance Company. Over the years he has held different roles within the organization, most recently his role is Senior Sales Consultant for Wealth. In his role and experience is to helping you grow your business. This is done by partnering with MGA’s/ advisors and identifying opportunities within your existing clients and new clients, provide knowledge and experience that will enhance value to grow your business. With 20 years plus experience in the industry and also have worked with many advisors over the years to help grow their business. Santo has successfully completed his Certified Health Insurance Specialist (CHS) designation and is work on completing the Chartered Life Underwriters (CLU) designation. In his spare time he enjoys spending time with family and friends, playing golfing and soccer, cycling, reading.