10 features of an ideal retirement system
Addressing the problem of aging populations around the world, CFA Institute has partnered with Mercer to produce a report and infographic identifying 10 key principles of an ideal retirement system.
New this month from Sun Life Financial
Inter vivos trust planning: the impact on estate plans
What happens when an attorney sets up an inter vivos trust for a donor under a power of attorney? Follow Frank’s situation to see how common these scenarios can be, along with the benefits, disadvantages and considerations.
Help clients manage the financial impact of a serious health event
A record number of Canadians are surviving their cancer diagnosis, and many are struggling to manage the expenses.
Impact of 2017 tax changes for life insurance — simply put
Changes to the taxation of life insurance is coming in 2017. Read about the key changes, the main points of grandfathering and what you can do now to prepare.
Help your divorcing clients through new financial territory
“Grey divorce” is a growing trend that’s changing the retirement market. Help divorcing clients through this difficult period.
Looking for ways to increase your book of business outside of the baby boomer demographic? Gen Xers are at the front end of their prime income-earning years. They need your help to focus on long-term financial goals.
Most Canadians surveyed want a combination of guaranteed lifetime income and income from pension/government plans. You can help reduce the big gap between what most Canadians want — and knowing how to get it.
With a strong focus on family, building and transferring wealth are key considerations for the Latin American market.