Investment Executive Weekly newsletter

Week of November 13, 2018
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Special Reports
Planning for the New Retirement
Help clients navigate the many necessary decisions as they prepare for retirement

Building Your Business
Destination retirement
Many clients are choosing to retire to other countries - lured by a comfortable climate and scenic views or a desire to return to their homeland. You can provide information and advice to help these clients navigate the many necessary decisions

Building Your Business
Fulfilling the bucket list
Whether your client's idea of travel is an around-the-world cruise, an annual trek through Europe or an all-inclusive Caribbean resort, each type of trip has its own cost considerations

Building Your Business
Who doesn't need an RRSP?
For some clients - such as young people just beginning their careers and some business owners - other options may be preferable

Building Your Business
Plan early for health-care expenses
The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s

Building Your Business
Put house values into perspective
As real estate prices rise, clients should not be counting on these assets to fund their retirement

Building Your Business
Business owners need special advice
Entrepreneurs often lack regular paycheques, employee benefits and time to work on their retirement plans

Building Your Business
Enhanced CPP to have big impact
In the short term, self-employed and business-owner clients probably will feel the negative effects of the CPP's expansion. In the longer term, the changes will result in a significant increase in CPP benefits
November 9, 2018

Building Your Business
A reliable source of income
Although a few insurance companies are leaving the annuities business, the income-producing vehicles may be a good fit for clients who want to avoid investment risk

Building Your Business
Clients need up-to-date wills
There are various matters to consider - including updating beneficiary and executor designations - when discussing wills with your clients to ensure a smooth transfer of wealth

Building Your Business
Tech Tips: Technology made simpler
Several options exist to make computers more accessible for your retired clients, including easy-to-read keyboards and computers designed for the elderly


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