Browse WME Course For Financial Planners (WME-FP)

Chapter 14: Protecting Retirement Income

In this section

  • Understanding Annuities
    Explore the fundamentals of annuities in Canada, their key features, types, taxation, and regulatory safeguards, as well as practical strategies for including annuities in a retirement income plan.
  • Types of Annuities
    Explore the different types of annuities available in Canada—from immediate and deferred to fixed, variable, and beyond—to help structure a secure and flexible retirement income plan.
  • Segregated Funds
    Discover how segregated funds in Canada protect retirement income through insurance guarantees, potential creditor protection, and estate-planning benefits.
  • Guaranteed Minimum Withdrawal Benefit Contracts
    Explore how Guaranteed Minimum Withdrawal Benefit (GMWB) contracts protect retirement income through income guarantees, market participation, and strategic withdrawals within the Canadian financial landscape.