15th June 2021
Future-proof your retirement proposition - The Retirement Account (45 minutes)
45 minutes CPD
In this CPD qualifying webinar Jeremy Martin (Tax & Estate Planning Consultant) will discuss:
- Why Canada Life may be a suitable provider for prospective ‘retirement’ clients
- How the Canada Life Retirement Account works
- The depth of investment proposition and possible suitability for differing approaches to retirement
- Example client profiles
