Filed Under:Annuities, Fixed Indexed

The differences when selling to women

BMO Panel examines "Women & Wealth"

Women need to establish comprehensive retirement plans — that include a mix of vehicles, including annuities — as they live longer than men, on average, and will therefore encounter more expenses, said Caroline Dabu, vice president and head, Bank of Montreal (BMO) Wealth Planning Group, during a BMO Financial Group hosted panel last week in Toronto.

The panel, in keeping with Women’s History Month — an annual month declared worldwide that highlights contributions of women to events in history as well as contemporary society — featured BMO executives discussing issues relating to women, wealth and the financial services industry that caters to them. The panel also discussed a recently completed BMO study, “Women & Wealth."

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Nichole Morford

Nichole Morford
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