Wealth Solutions: Planning Beyond the Guarantees

This presentation explores how segregated funds and payout annuities can be integrated into comprehensive wealth planning to address retirement income, estate preservation, and legacy objectives. Through practical client scenarios, advisors learn how guaranteed investment features, creditor protection, probate bypass, privacy, beneficiary designations, and guaranteed lifetime income can solve planning challenges for retirees, business owners, blended families, vulnerable beneficiaries, and clients with complex estate needs. The session compares segregated funds with traditional mutual funds, examines annuity structures and tax advantages, and demonstrates how combining guaranteed investments with insurance-based wealth solutions can provide greater financial certainty, protect family wealth, and simplify estate administration. Advisors will gain practical strategies to move beyond investment returns and deliver holistic planning solutions that address both financial and personal client goals.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 1h 0m

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 * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * AIC - 1 Life credit (in AIC bundles & webcasts) * ICS - 1 Seg Fund credit * ICM - 1 Seg Fund credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

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 29th 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 24 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.