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Wealth Update – Summer Sweet Spots – RBC Life

Our summer sweet spot series continues with RBC Life this week.

Here are RBC Life’s sweet spots:

  • Very simple straightforward contract structure

  • Invest Series 75/75; Series 1 75/100; and Series 2 75/100 with resetting.

  • Very competitive two-year charge-back option

  • Deposits accepted to age 90.

  • Client initiated resetting available to age 90 in Series 2

  • Series 1 auto resets every 10 years till age 90.

  • Access to RBC Global Asset Management.

  • Guaranteed Investment Portfolios, great for small and large investors

  • Very competitive MERs, as good as others’ high net worth pricing in some cases.

  • Competitive annuity rates between $100,000 and $300,000, ages 65+

If you’d like to learn more about these points, please let us know.

As always, we look forward to your comments.

Scott Edgington, CEA

Director, Advanced Planning, Wealth

Qualified Financial Services

Regional Vice President, Business Development - Wealth

Qualified Financial Services This communication reflects the views of Qualified Financial Services Inc. as of the date published. The information in this publication is for general information purposes only and is not to be construed as providing individual legal, tax, financial or other professional advice. Qualified Financial Services Inc. assumes no responsibility for any errors or omissions in the information contained herein nor for any reliance placed on such information. Please seek independent professional advice before making any decisions.


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