For our first Coffee Talks episode of 2026, Advocis welcomed Kathryn (Kit) Bennett, LLB, TEP, CLU, Director of Tax and Estate Planning at RBC Insurance, as she explored how effective estate planning goes beyond efficiency to truly understand our clients.

In this fast-paced session, Kit examined key personal and business-owner planning challenges, highlighting how identifying client needs and tailoring solutions can help build a strong insurance framework. Through practical insights and real-world considerations, she highlighted how well-integrated life insurance strategies can deliver long-term value and support clients’ broader estate planning goals.