{"id":8712,"date":"2020-09-23T16:16:00","date_gmt":"2020-09-23T16:16:00","guid":{"rendered":"https:\/\/www.rbcinsurance.com\/en-ca\/2020\/09\/23\/the-rbc-insurance-check-in-checklist\/"},"modified":"2026-04-10T08:50:57","modified_gmt":"2026-04-10T12:50:57","slug":"the-rbc-insurance-check-in-checklist","status":"publish","type":"post","link":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist","title":{"rendered":"The RBC Insurance Check-in Checklist"},"content":{"rendered":"\n<div class=\"wp-block-rbc-template-selector templateSelector template__article articleSingle\" data-template=\"article\">\n<div class=\"wp-block-group articleSingle__container tabListStickyWrapper is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group articleSingle__container__hero is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group articleSingle__container__hero__inner is-layout-flow wp-block-group-is-layout-flow\">\n<span class=\"rbc-yoast-breadcrum-span\"><span><a href=\"https:\/\/www.rbcinsurance.com\/en-ca\/\">Home<\/a><\/span><\/span>\n\n\n\n<div class=\"wp-block-group articleSingle__featuredImage__group is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group articleSingle__title__group is-layout-flow wp-block-group-is-layout-flow\"><h1 class=\"wp-block-post-title\">The RBC Insurance Check-in Checklist<\/h1>\n\n\n<div class=\"wp-block-group articleSingle__date__group is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-post-date\"><time datetime=\"2020-09-23T16:16:00-04:00\">September 23, 2020<\/time><\/div>\n\n\n<span class=\"wp-block-rbc-html-element articleSingle__readTime\">3 Min Read<\/span>\n<\/div>\n\n\n\n<div class=\"wp-block-group articleSingle__author__group is-layout-flow wp-block-group-is-layout-flow\">\n<img decoding=\"async\" src=\"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2021\/06\/Avatar.webp?quality=80&w=128&h=128&crop=1\" alt=\"RBC Insurance\">\n\n\n\n<div class=\"wp-block-group articleSingle__author__details is-layout-flow wp-block-group-is-layout-flow\">\n<span class=\"wp-block-rbc-html-element articleSingle__author__name\">RBC Insurance<\/span>\n\n\n\n<span class=\"wp-block-rbc-html-element articleSingle__author__designation\"><\/span>\n<\/div>\n<\/div>\n<\/div>\n\n\n<figure class=\"articleSingle__featuredImage wp-block-post-featured-image\"><img loading=\"lazy\" decoding=\"async\" width=\"930\" height=\"620\" src=\"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?quality=80&amp;w=930\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"checklist\" style=\"object-fit:cover;\" srcset=\"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg 930w, https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?resize=300,200 300w, https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?resize=768,512 768w, https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?resize=420,280 420w\" sizes=\"auto, (max-width: 930px) 100vw, 930px\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group articleSingle__container__main is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group articleSingle__container__page__nav is-layout-flow wp-block-group-is-layout-flow\">\t\t<div class=\"socials-block\">\n\t\t\t\t\t\t<p class=\"socials-block-title\">\n\t\t\tShare this article\t\t<\/p>\n\t\t<div class=\"social-links mob-mar-b-hlf mob-mar-t-hlf\">\n\t\t\t\t\t<a class=\"social-button-wrapper sharing-custom sharing-email\" href=\"mailto:?subject=The RBC Insurance Check-in Checklist &#038;body=Hi, I thought you might be interested in this article from RBC Insurance: https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/plugins\/rbc-blocks\/assets\/img\/icons\/icon-email.svg\"\n\t\t\t\talt=\"envelope icon\">\n\t\t\t\t<span>\n\t\t\t\tEmail\t\t\t\t<\/span>\n\t\t\t<\/a>\n\t\t<div class=\"social-button-wrapper sharing-copy-wrapper\">\n\t\t\t<button class=\"sharing-custom sharing-copy\" data-url=\"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\">\n\t\t\t<img\n\t\t\t\tsrc=\"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/plugins\/rbc-blocks\/assets\/img\/icons\/icon-related.svg\"\n\t\t\t\talt=\"copy icon\">\n\t\t\t<span id=\"sharing-copyUrl-Label\">\n\t\t\t\tCopy URL\t\t\t<\/span>\n\t\t\t<\/button>\n\t\t\t<input type=\"text\" class=\"sharing-copy-text\" aria-labelledby=\"sharing-copyUrl-Label\">\n\t\t<\/div>\n\t<\/div>\n  \t\t<\/div>\t\n\t\t\n\n\n<div class=\"wp-block-rbc-tabs-list tabsList\" data-switch=\"lgBp\" data-target-heading=\"h4\"><p class=\"tabsList__heading\">On this page<\/p><div class=\"tabsList__wrapper\"><button class=\"selectDropdown__button\" aria-haspopup=\"listbox\" aria-expanded=\"false\"><span class=\"selectDropdown__title\">Booking Your Appointment<\/span><span class=\"selectDropdown__chevron\"><\/span><\/button><ul class=\"tabsList__items selectDropdown__list\"><li class=\"selectDropdown__list__item tabsList__item selected\"><a href='#h-booking-your-appointment'>Booking Your Appointment<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href='#h-gather-your-important-documents'>Gather Your Important Documents<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href='#h-review-some-introductory-resources'>Review Some Introductory Resources<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href='#h-prepare-your-questions'>Prepare Your Questions<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href='#h-consider-your-goals'>Consider Your Goals<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href='#h-commit-to-the-process-and-know-that-we-re-here-for-you'>Commit to the Process and Know That We&#039;re Here for You!<\/a><\/li><\/ul><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group articleSingle__content__main tabListHeadings is-layout-flow wp-block-group-is-layout-flow\">\n<section class=\"wp-block-rbc-section-block  pos-rel\" style=\"border-radius:0px\">\n<div class=\"wp-block-rbc-section-inner-block  section-inner\" style=\"border-radius:0x\">\n<h4 class=\"wp-block-heading\" id=\"h-booking-your-appointment\">Booking Your Appointment<\/h4>\n\n\n\n<ul class=\"disc-list\">\n<li>You can <a href=\"https:\/\/www.rbcinsurance.com\/request-a-call\/general-insurance\/index.html?dlref=Discover-Learn-Insurance&amp;dlarticle=The-RBC-Insurance-Check-in-Checklist&amp;dltarget=request-call\" target=\"_blank\" rel=\"noopener noreferrer\">book an appointment<\/a> to meet online or in-person<\/li>\n<li>Be sure to set aside enough time for the conversation. If it&#8217;s your first meeting, you&#8217;ll want a half hour, at least.<\/li>\n<li>Have your partner attend the meeting as it may be helpful for them to join.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-gather-your-important-documents\">Gather Your Important Documents<\/h4>\n\n\n\n<p>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:<\/p>\n\n\n\n<ul class=\"disc-list\">\n<li>Existing insurance policies<\/li>\n<li>Insurance coverage through work<\/li>\n<li>Investments<\/li>\n<li>Current debt (e.g. credit cards, mortgages, loans, etc.)<\/li>\n<\/ul>\n\n\n\n<p>For helpful information on storing your documents, <a href=\"https:\/\/discover.rbcinsurance.com\/all-of-your-important-documents-all-in-one-place\/?dlref=Discover-Learn-Insurance&amp;dlarticle=The-RBC-Insurance-Check-in-Checklist&amp;dltarget=other-dl-article\">check out this article<\/a>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-review-some-introductory-resources\">Review Some Introductory Resources<\/h4>\n\n\n\n<p>Whether you know exactly what protection you need or aren&#8217;t quite sure, there are some great introductory resources you can use to familiarize yourself before the call.<\/p>\n\n\n\n<ul class=\"disc-list\">\n<li><a href=\"https:\/\/www.rbcinsurance.com\/life-insurance\/life-insurance-demystified.html?dlref=Discover-Learn-Insurance&amp;dlarticle=The-RBC-Insurance-Check-in-Checklist&amp;dltarget=other-dl-article\">Life Insurance<\/a><\/li>\n<li><a href=\"https:\/\/discover.rbcinsurance.com\/what-is-disability-insurance-is-it-really-worth-it\/?dlref=Discover-Learn-Insurance&amp;dlarticle=The-RBC-Insurance-Check-in-Checklist&amp;dltarget=other-dl-article\" target=\"_blank\" rel=\"noopener noreferrer\">Income Protection<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-prepare-your-questions\">Prepare Your Questions<\/h4>\n\n\n\n<p>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.<\/p>\n\n\n\n<ul class=\"disc-list\">\n<li>What services does the advisor provide?<\/li>\n<li>What is your experience?<\/li>\n<li>Who are your typical clients?<\/li>\n<li>How will we work together?<\/li>\n<li>What are your fees? How do you get paid?<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-consider-your-goals\">Consider Your Goals<\/h4>\n\n\n\n<p>In your first meeting with an insurance advisor, they&#8217;ll want to get a sense of your needs and goals. It&#8217;s best to do some thinking ahead of time about your situation so you&#8217;re prepared.<\/p>\n\n\n\n<ul class=\"disc-list\">\n<li>How would my family be supported if I wasn&#8217;t around?<\/li>\n<li>If I got sick or hurt and couldn&#8217;t work, how would I support myself and my family?<\/li>\n<li>What is my current financial situation?<\/li>\n<li>How will my family change in the future? Will it grow? Will my children become more independent? What then?<\/li>\n<li>How much can I afford to spend, to protect what I have?<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-commit-to-the-process-and-know-that-we-re-here-for-you\">Commit to the Process and Know That We&#8217;re Here for You!<\/h4>\n\n\n\n<p>It&#8217;s important to realize that insurance planning is an ongoing process, not a simple transaction. It&#8217;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&#8217;re here to help you get it!<\/p>\n\n\n\n<p>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&#8217;s important. With the help of this checklist, you&#8217;ll be prepared to get the most out of your next meeting with an advisor.<\/p>\n\n\n\n<p>At RBC Insurance, we&#8217;re here to make sure you&#8217;re not alone in your quest for the right protection.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcinsurance.com\/request-a-call\/general-insurance\/index.html?dlref=Discover-Learn-Insurance&amp;dlarticle=The-RBC-Insurance-Check-in-Checklist&amp;dltarget=request-call\" target=\"_blank\" rel=\"noopener noreferrer\">Book your appointment<\/a> with an RBC Insurance advisor today.<\/p>\n\n\n\n<div class=\"wp-block-rbc-section-inner-block  section-inner block-wpr bg-light-blue rounded-corners pos-rel pad-l pad-r mob-pad-r centered-block mob-pad-l pad-t mob-pad-t pad-b mob-pad-b\" style=\"border-radius:0x\">\n<h2 class=\"wp-block-heading has-text-align-center mar-t mar-b-hlf mob-mar-b-hlf mob-mar-t\" id=\"h-rbc-insurance\">RBC Insurance<\/h2>\n\n\n\n<p class=\"has-text-align-center\">We make it easy to find expert advice, money-saving tips, and a range of insurance options for every moment of life.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\"><div>\n<div class=\"wp-block-button has-custom-font-size aligncenter btn is-style-primary primary has-text-lg-font-size\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.rbcinsurance.com\/en-ca\/personal\/\" rel=\"noreferrer noopener\" data-dig-id=\"LP-11775-476a44f4\" data-dig-category=\"LP\" data-dig-action=\"button click\" data-dig-label=\"Learn More-https:\/\/www.rbcinsurance.com\/en-ca\/personal\/ \">Learn More<\/a><\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<div class=\"wp-block-rbc-rbc-default-collapsible\"><p><button class=\"collapse-toggle collapsed\" data-target=\"#collapse2de7ba0a\" data-toggle=\"collapse\" aria-expanded=\"false\" aria-controls=\"collapse2de7ba0a\" data-dig-id=\"LP-HomeInsurance-14506-2de7ba0a\" data-dig-category=\"LP-HomeInsurance\" data-dig-action=\"accordion closed\" action-closed=\"accordion closed\" action-opened=\"accordion open\" data-dig-label=\"Things Our Lawyers Want You to Know\"><div>Things Our Lawyers Want You to Know<\/div><\/button><\/p><div class=\"collapse-content collapse\" id=\"collapse2de7ba0a\">\n<div class=\"wp-block-rbc-collapsible-inner-block collapse-inner\">\n<p class=\"has-text-sm-font-size\">*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.<\/p>\n\n\n\n<p class=\"has-text-sm-font-size\">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.<\/p>\n<\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:31px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\t<style type=\"text\/css\">\n\t\t.wp-block-tk-spacer.id-1c1670fc-47f0-4a5f-b284-121652b7204c {\n\t\theight: 30px;\n\t}\n\n\t@media ( max-width: 480px ) {\n\t\t.wp-block-tk-spacer.id-1c1670fc-47f0-4a5f-b284-121652b7204c {\n\t\t\theight: 15px;\n\t\t}\n\t}\t<\/style>\n\t<div class=\"wp-block-tk-spacer id-1c1670fc-47f0-4a5f-b284-121652b7204c\" aria-hidden=\"true\"><\/div>\n\t<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Help make sure you get the most out of your meeting with an insurance advisor with this helpful checklist.<\/p>\n","protected":false},"author":203,"featured_media":8733,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/new-rbci-design.php","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[44],"tags":[4,21],"article-type":[80],"ppma_author":[190],"class_list":["post-8712","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general-insurance","tag-life-insurance","tag-managing-money","article-type-advice-learning"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The RBC Insurance Check-in Checklist | RBC Insurance<\/title>\n<meta name=\"description\" content=\"Help prepare for your meeting with a licensed insurance advisor with this helpful checklist.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The RBC Insurance Check-in Checklist | RBC Insurance\" \/>\n<meta property=\"og:description\" content=\"Help prepare for your meeting with a licensed insurance advisor with this helpful checklist.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/\" \/>\n<meta property=\"og:site_name\" content=\"RBC Insurance\" \/>\n<meta property=\"article:author\" content=\"RBC Insurance\" \/>\n<meta property=\"article:published_time\" content=\"2020-09-23T16:16:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-10T12:50:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?quality=80\" \/>\n\t<meta property=\"og:image:width\" content=\"930\" \/>\n\t<meta property=\"og:image:height\" content=\"620\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Mark Gronowski\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"RBC Insurance\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/\"},\"author\":{\"name\":\"heathersim\",\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/#\\\/schema\\\/person\\\/8afd25ed45bbca8bdedb2e034515d379\"},\"headline\":\"The RBC Insurance Check-in Checklist\",\"datePublished\":\"2020-09-23T16:16:00+00:00\",\"dateModified\":\"2026-04-10T12:50:57+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/\"},\"wordCount\":555,\"publisher\":{\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2022\\\/09\\\/checklist-thumbnail-default.jpg?quality=80\",\"keywords\":[\"Life Insurance\",\"Managing Money\"],\"articleSection\":[\"General Insurance\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/\",\"url\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/\",\"name\":\"The RBC Insurance Check-in Checklist | RBC Insurance\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2022\\\/09\\\/checklist-thumbnail-default.jpg?quality=80\",\"datePublished\":\"2020-09-23T16:16:00+00:00\",\"dateModified\":\"2026-04-10T12:50:57+00:00\",\"description\":\"Help prepare for your meeting with a licensed insurance advisor with this helpful checklist.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2022\\\/09\\\/checklist-thumbnail-default.jpg?quality=80\",\"contentUrl\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2022\\\/09\\\/checklist-thumbnail-default.jpg?quality=80\",\"width\":930,\"height\":620,\"caption\":\"checklist\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/advice-learning\\\/general-insurance\\\/the-rbc-insurance-check-in-checklist\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Advice &amp; Learning\",\"item\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/article-type\\\/advice-learning\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"The RBC Insurance Check-in Checklist\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/#website\",\"url\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/\",\"name\":\"RBC Insurance\",\"description\":\"Personal Insurance\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/#organization\",\"name\":\"RBC Insurance\",\"url\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2021\\\/06\\\/rbc-logo-shield.svg?quality=80&w=1024\",\"contentUrl\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2021\\\/06\\\/rbc-logo-shield.svg?quality=80&w=1024\",\"width\":\"1024\",\"height\":\"1024\",\"caption\":\"RBC Insurance\"},\"image\":{\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"description\":\"RBC Insurance offers personal insurance such as car, home, life, health, travel and creditor insurance, plus retirement investment solutions to Canadians.\",\"telephone\":\"1-800-769-2568\",\"legalName\":\"RBC Insurance Services Inc.\",\"numberOfEmployees\":{\"@type\":\"QuantitativeValue\",\"minValue\":\"1001\",\"maxValue\":\"5000\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/#\\\/schema\\\/person\\\/8afd25ed45bbca8bdedb2e034515d379\",\"name\":\"heathersim\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2021\\\/06\\\/Avatar.webp?quality=80&w=1285311091e249d85a89a1c2139527829f8\",\"url\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2021\\\/06\\\/Avatar.webp?quality=80&w=128\",\"contentUrl\":\"https:\\\/\\\/www.rbcinsurance.com\\\/en-ca\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2021\\\/06\\\/Avatar.webp?quality=80&w=128\",\"caption\":\"heathersim\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"The RBC Insurance Check-in Checklist | RBC Insurance","description":"Help prepare for your meeting with a licensed insurance advisor with this helpful checklist.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/","og_locale":"en_US","og_type":"article","og_title":"The RBC Insurance Check-in Checklist | RBC Insurance","og_description":"Help prepare for your meeting with a licensed insurance advisor with this helpful checklist.","og_url":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/","og_site_name":"RBC Insurance","article_author":"RBC Insurance","article_published_time":"2020-09-23T16:16:00+00:00","article_modified_time":"2026-04-10T12:50:57+00:00","og_image":[{"width":930,"height":620,"url":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?quality=80","type":"image\/jpeg"}],"author":"Mark Gronowski","twitter_card":"summary_large_image","twitter_misc":{"Written by":"RBC Insurance","Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/#article","isPartOf":{"@id":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/"},"author":{"name":"heathersim","@id":"https:\/\/www.rbcinsurance.com\/en-ca\/#\/schema\/person\/8afd25ed45bbca8bdedb2e034515d379"},"headline":"The RBC Insurance Check-in Checklist","datePublished":"2020-09-23T16:16:00+00:00","dateModified":"2026-04-10T12:50:57+00:00","mainEntityOfPage":{"@id":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/"},"wordCount":555,"publisher":{"@id":"https:\/\/www.rbcinsurance.com\/en-ca\/#organization"},"image":{"@id":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/#primaryimage"},"thumbnailUrl":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?quality=80","keywords":["Life Insurance","Managing Money"],"articleSection":["General Insurance"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/","url":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/","name":"The RBC Insurance Check-in Checklist | RBC Insurance","isPartOf":{"@id":"https:\/\/www.rbcinsurance.com\/en-ca\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/#primaryimage"},"image":{"@id":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/#primaryimage"},"thumbnailUrl":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?quality=80","datePublished":"2020-09-23T16:16:00+00:00","dateModified":"2026-04-10T12:50:57+00:00","description":"Help prepare for your meeting with a licensed insurance advisor with this helpful checklist.","breadcrumb":{"@id":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/#primaryimage","url":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?quality=80","contentUrl":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?quality=80","width":930,"height":620,"caption":"checklist"},{"@type":"BreadcrumbList","@id":"https:\/\/www.rbcinsurance.com\/en-ca\/advice-learning\/general-insurance\/the-rbc-insurance-check-in-checklist\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.rbcinsurance.com\/en-ca\/"},{"@type":"ListItem","position":2,"name":"Advice &amp; Learning","item":"https:\/\/www.rbcinsurance.com\/en-ca\/article-type\/advice-learning\/"},{"@type":"ListItem","position":3,"name":"The RBC Insurance Check-in Checklist"}]},{"@type":"WebSite","@id":"https:\/\/www.rbcinsurance.com\/en-ca\/#website","url":"https:\/\/www.rbcinsurance.com\/en-ca\/","name":"RBC Insurance","description":"Personal Insurance","publisher":{"@id":"https:\/\/www.rbcinsurance.com\/en-ca\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.rbcinsurance.com\/en-ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.rbcinsurance.com\/en-ca\/#organization","name":"RBC Insurance","url":"https:\/\/www.rbcinsurance.com\/en-ca\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.rbcinsurance.com\/en-ca\/#\/schema\/logo\/image\/","url":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2021\/06\/rbc-logo-shield.svg?quality=80&w=1024","contentUrl":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2021\/06\/rbc-logo-shield.svg?quality=80&w=1024","width":"1024","height":"1024","caption":"RBC Insurance"},"image":{"@id":"https:\/\/www.rbcinsurance.com\/en-ca\/#\/schema\/logo\/image\/"},"description":"RBC Insurance offers personal insurance such as car, home, life, health, travel and creditor insurance, plus retirement investment solutions to Canadians.","telephone":"1-800-769-2568","legalName":"RBC Insurance Services Inc.","numberOfEmployees":{"@type":"QuantitativeValue","minValue":"1001","maxValue":"5000"}},{"@type":"Person","@id":"https:\/\/www.rbcinsurance.com\/en-ca\/#\/schema\/person\/8afd25ed45bbca8bdedb2e034515d379","name":"heathersim","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2021\/06\/Avatar.webp?quality=80&w=1285311091e249d85a89a1c2139527829f8","url":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2021\/06\/Avatar.webp?quality=80&w=128","contentUrl":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2021\/06\/Avatar.webp?quality=80&w=128","caption":"heathersim"}}]}},"jetpack_featured_media_url":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2022\/09\/checklist-thumbnail-default.jpg?quality=80","jetpack_sharing_enabled":true,"authors":[{"term_id":190,"user_id":0,"is_guest":1,"slug":"mark-gronowski","display_name":"Mark Gronowski","avatar_url":{"url":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2021\/06\/image-3.png?quality=80&w=512","url2x":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-content\/uploads\/sites\/2\/2021\/06\/image-3.png?quality=80&w=512"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/posts\/8712","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/users\/203"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/comments?post=8712"}],"version-history":[{"count":9,"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/posts\/8712\/revisions"}],"predecessor-version":[{"id":35967,"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/posts\/8712\/revisions\/35967"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/media\/8733"}],"wp:attachment":[{"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/media?parent=8712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/categories?post=8712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/tags?post=8712"},{"taxonomy":"article-type","embeddable":true,"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/article-type?post=8712"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.rbcinsurance.com\/en-ca\/wp-json\/wp\/v2\/ppma_author?post=8712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}