The RBC Insurance Check-in Checklist

Whether you're a seasoned insurance customer or have never met with an advisor before, this check-in checklist can help make sure you get the most out of your next meeting with an RBC Insurance Advisor.

Booking Your Appointment

You can book an appointment to meet online or in-person
Be sure to set aside enough time for the conversation. If it’s your first meeting, you’ll want a half hour, at least.
Have your partner attend the meeting as it may be helpful for them to join.

Gather Your Important Documents

If possible, it can be helpful to have information on hand that can give the advisor a better sense of your situation and needs. Documents that could be useful include:

Existing insurance policies
Insurance coverage through work
Investments
Current debt (e.g. credit cards, mortgages, loans, etc.)

For helpful information on storing your documents, check out this article.

Review Some Introductory Resources

Whether you know exactly what protection you need or aren’t quite sure, there are some great introductory resources you can use to familiarize yourself before the call.

Prepare Your Questions

Your first call with an insurance advisor is for you to get to know each other so that you can feel more comfortable. You can use some of the questions below to gather some more information.

What services does the advisor provide?
What is your experience?
Who are your typical clients?
How will we work together?
What are your fees? How do you get paid?

Consider Your Goals

In your first meeting with an insurance advisor, they’ll want to get a sense of your needs and goals. It’s best to do some thinking ahead of time about your situation so you’re prepared.

How would my family be supported if I wasn’t around?
If I got sick or hurt and couldn’t work, how would I support myself and my family?
What is my current financial situation?
How will my family change in the future? Will it grow? Will my children become more independent? What then?
How much can I afford to spend, to protect what I have?

Commit to the Process and Know That We’re Here for You!

It’s important to realize that insurance planning is an ongoing process, not a simple transaction. It’s always a good idea to check-in annually to make sure you have enough coverage. And if you ever have a question, just ask! RBC Insurance advisors help people every day who are brand new to the world of insurance. Remember, we’re here to help you get it!

RBC Insurance advisors are here to help you learn and provide the information you need to feel confident in your decisions, without feeling obligated to purchase from us. We want to get to know you and your family so that we can best help you protect what’s important. With the help of this checklist, you’ll be prepared to get the most out of your next meeting with an advisor.

At RBC Insurance, we’re here to make sure you’re not alone in your quest for the right protection.

Book your appointment with an RBC Insurance advisor today.

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*Home and auto insurance products are distributed by RBC Insurance Agency Ltd. and underwritten by Aviva General Insurance Company. In Quebec, RBC Insurance Agency Ltd. Is registered as a damage insurance agency. As a result of government-run auto insurance plans, auto insurance is not available through RBC Insurance in Manitoba, Saskatchewan and British Columbia.

This article is intended as general information only and is not to be relied upon as constituting legal, financial or other professional advice. A professional advisor should be consulted regarding your specific situation. Information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by Royal Bank of Canada or any of its affiliates.

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