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Olivia & Lee’s Story – Covering Income Shortfalls in Retirement
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39% of Canadians aged 55–64 don’t have an employer pension*. Learning how to support your current and future clients' retirement income needs is key. Don’t overlook the utility, value and potential of home equity.

Discover how Income Advantage by HomeEquity Bank can be used for topping up income and covering income shortfalls in retirement in our newly released case study: Generating Supplemental Retirement Income: Olivia and Lee’s Story.

Use this case study to:

  • Understand how Income Advantage can be used to help supplement income
  • Position Income Advantage to your clients in a format that is visually beautiful, easy to understand, and might resonate strongly with them

The case study can be accessed and printed here: Generating Supplemental Retirement Income: Olivia and Lee’s Story.


*Source: 150.statcan.gc.ca/n1/daily-quotidien/220718/dq220718a-eng.htm 

 

 


 


 

 


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