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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?

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