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One critical topic that can have a substantial financial impact on both us and our loved ones, is the subject of inheritance, and how to ensure that you and your loved ones don’t end up overpaying in both taxes and fees, once the whole inheritance process starts taking place.
To help me with this subject, I’d like to welcome back Selene Soo on the show. We learned a lot from her last time in the interview on annuities, and this time, we’re going to focus on some best practices, when it comes to inheritance.
Selene is the Director of Wealth Products at RBC Insurance. She has been in the wealth management industry for over two decades, so she definitely has a really large wealth of experience and knowledge when it comes to different retirement planning solutions, whether it’s annuities, segregated funds, and much more.
Enjoy the episode, I hope you learn a lot from the session, thanks for tuning in, and now, let’s get into the interview.
Questions:Retirement Investment Solutions - RBC Insurance
Facebook: @RBCInsurance
LinkedIn: https://www.linkedin.com/company/rbcinsurance/
Check out my previous interview with Selene on Annuities - Guaranteed Income for Life
4.4
77 ratings
One critical topic that can have a substantial financial impact on both us and our loved ones, is the subject of inheritance, and how to ensure that you and your loved ones don’t end up overpaying in both taxes and fees, once the whole inheritance process starts taking place.
To help me with this subject, I’d like to welcome back Selene Soo on the show. We learned a lot from her last time in the interview on annuities, and this time, we’re going to focus on some best practices, when it comes to inheritance.
Selene is the Director of Wealth Products at RBC Insurance. She has been in the wealth management industry for over two decades, so she definitely has a really large wealth of experience and knowledge when it comes to different retirement planning solutions, whether it’s annuities, segregated funds, and much more.
Enjoy the episode, I hope you learn a lot from the session, thanks for tuning in, and now, let’s get into the interview.
Questions:Retirement Investment Solutions - RBC Insurance
Facebook: @RBCInsurance
LinkedIn: https://www.linkedin.com/company/rbcinsurance/
Check out my previous interview with Selene on Annuities - Guaranteed Income for Life
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