New this month from Sun Life Financial
Creating and administering an irrevocable life insurance trust is complicated. But for U.S. citizens who live in Canada, the potential tax benefits can be well worth the effort.
Bring retirement planning to life!
Discover how visual tools can go a long way in helping clients understand and remember a concept or discussion.
When adult kids won’t fly the coop
Forget the empty nest. Plenty of boomers still have a full house — and it could affect their retirement.
As Britain votes to leave the European Union, more market volatility is expected. Find out why your clients in or near retirement should stay the course in turbulent markets.
Can you help clients save more?
For many Canadians, saving isn’t their top financial priority. Yet saving — and saving sooner — is essential to reaching their financial and retirement goals.
Lori Landry, CMO, SLGI, discusses market sentiments and insights for your business.