-
Overview and introduction to the corporate retirement plan
market.
-
The need for Government assistance.
-
Mandatory retirement age policies.
-
The reality of retirement.
-
The 10 retirement misconceptions.
-
Retirement planning as part of the process.
-
Employer options for the employee.
-
The various types and description of the following Corporate
Retirement Plans: RPP’s, Group RRSP’s, Employee Stock Option
Plans, Individual Pension Plans, Deferred Compensation,
Retirement Compensation Plans and Leveraged Retirement Plans,
Exempt Life Insurance.
-
Advantages and Disadvantages of each of the major types of Retirement avenues available to the Employee.
-
Changes to the Federal Pension Benefits Standard Act and how to maximize those changes for your clients and prospects.
-
Contribution levels for each type of corporate retirement plan.
-
Pension adjustments.
-
Corporate retirement plan taxation.
-
Some of the main definitions that your will need to be familiar with when dealing with your Corporate clients and prospects.
-
The four key questions you should ask about your plan.
-
The protection that is offered in Canada for pensions and investments.
