Do you have clients like Jane? The Client

Jane is sixty and looking forward to retirement. It’s important for her to be able to lead an active lifestyle once she is retired and spend more quality time with her three grandchildren. Jane’s top priority as a single woman is to ensure that she takes care of her basic expenses. Payout annuities can help her achieve this goal and set her mind at ease.

The Situation

Jane knows that she needs her retirement fund to last at least 25 years and is concerned about outliving her savings. She would like to ensure that her monthly fixed expenses are covered, travel periodically and leave a small legacy behind for her grandchildren. Jane is not interested in complicated finances and has a low tolerance for risk. The Solution – RBC Payout Annuities

Income from Jane’s CPP and OAS will cover approximately half of the needed income required to cover her fixed expenses each month. Investing a portion of Jane’s assets in RBC^® Payout Annuities can help fill the income gap. After purchasing a payout annuity, she may consider other investment options to address her lifestyle needs.

Note that although you may have clients who look similar to Jane in your portfolio, everyone’s needs and profiles are unique.
* Clients may choose a minimum guarantee payment period at time of application. This ensures remaining payments are paid to their designated beneficiaries in the event of their death.

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