2026 Series - Episode one: Estate Planning with Insurance Join us on January 15 at 11:00 AM ET for a one-hour Coffee Talk with Kathryn Bennett, LLB, TEP, CLU, Director, Tax and Estate Planning at RBC Insurance.
In this fast-paced session, Kathryn will explore how effective estate planning goes beyond efficiency to truly understanding clients. She’ll examine key personal and business-owner planning challenges, highlighting how identifying client needs and tailoring solutions can help build a strong insurance framework. Through practical insights and real-world considerations, she’ll demonstrate how well-integrated life insurance strategies can deliver long-term value and support clients’ broader estate planning goals. Please refer to the chart below for your local timezone: |
