Question
Here is some information about Elizabeth Bennet. She recently terminated employment, and she has been assigned to you for retention: Date of termination: April 1,
Here is some information about Elizabeth Bennet. She recently terminated employment, and she has been assigned to you for retention: Date of termination: April 1, 2020 Age: 47 Plans: o RPP Ontario: $140,000 o RRSP: $90,000 Beneficiary: spouse age 46 Investments: o RPP: 50% Moderate Balanced; 25% Canadian Equity; 10% Global Equity; 10% Real Estate; 5% Precious Metals o RRSP: 100% Target Date 2040 Average plan IMFs: o Target risk / Target date: 1.25 o Other funds: 1.00 Options at termination: o Transfer to Canada Lifes NextStep plan o Transfer to another financial institution o Cash (non-locked funds)
How would you work with Elizabeth to encourage her to stay with Canada Life?
Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started