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
7 legal documents to have ready at retirement
Before your clients retire, encourage them to obtain and organize these important documents.
Canada’s emerging markets: A snapshot of the Arab market
This third article in our emerging market series takes a look at the Arab market.
Gift-giving is thoughtful. But depending on the circumstances, it can also be taxing. Learn how U.S. gift tax could affect your clients.
A new continuing education (CE) course provides valuable information to help you discuss retirement planning and the impact taxes will have on a client’s retirement income.
Shingles is on the rise among older Canadians. The good news is there’s a vaccine — but it’ll cost you. Prepare your clients to manage out-of-pocket health-care costs in retirement.
How to connect with Generation X
Sun Life Financial completes its 3-part series on Generation X, looking at ways you can attract more Gen X clients to your business