RazorPlan: Retirement “Decumulation” Planning

This session will focus on decumulation planning and how to use the “Wealth at Risk” (WaR) feature to allocate income withdrawals between RRSP, Non-Registered, TFSA, LIRA and Corporate Investments for maximum value. Additionally, you can use WaR to determine the best age to begin CPP and OAS to reduce the probability of your client out living their money. Dave will also show you how to easily transition from Retirement Planning to Estate Planning and how to identify needs and establish funding for permanent insurance solutions.

Resources For This Session

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