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Back to school is around the corner. Help your clients plan for RESP withdrawals.

If you have clients with children thinking about attending university or college, now is a great time to start the conversation about Registered Education Savings Plans (RESPs).

We have content to help you connect with your clients and answer their RESP questions – from how to make withdrawals and how RESPs are taxed, to what to do if their child chooses a different path.
 

Both Canada Life branded and non-branded content are available. 

How to share this content on each tool:

• Digital Agent -

  Contact Field Marketing

• Hootsuite - Creating content ('Discover and share Amplify content' section)
• DOX - Ordering materials 

Need some help this RESP season?

RESP season is busy, but the Quadrus RESP readiness toolkit can make it run as smoothly as possible. There, you’ll find FAQs, updated dates and deadlines, better document processing and best practices, so you can grade this RESP season an A+.

Videos

Add this video to your Digital Agent site by browsing the content library.

Ask an advisor: How do I withdraw money from an RESP? - Canada Life

Ask an advisor: How do I withdraw money from an RESP? - Self-branded

Articles

Check out new blog articles available on your Digital Agent site Advice page and share them with clients on social media or in a newsletter.    

Making a withdrawal from your RESP

If your child is getting ready to attend post-secondary school, now’s the time to start thinking about withdrawing money from your Registered Education Savings Plan (RESP).

How are RESPs taxed?

One of the main benefits of an RESP is that it’s a tax-deferred savings plan; however, when it’s time to take the money out, there are some things to consider.

What to do with an RESP if your child doesn't go to college or university

Let’s face it – plans can change. Although many parents want their children to go to college or university, not everyone’s future involves a post-secondary campus. These days, there are plenty of opportunities available to people who take a different path.

What happens with RESPs in a divorce or separation?

Divorce or separation can be a challenging time for families. It's important to consider the impact on your child's future, including their education savings.

Social media posts 

Take a look at these posts in Hootsuite Amplify and share them on your social media pages. Make sure to also link the corresponding article from Digital Agent in the caption of your post to boost your website engagement.