Is a home a nest egg or an investment risk?
For many couples, their home is their largest asset. What they may not realize is that asset could represent a significant investment risk as they approach retirement.
New this month from Sun Life Financial
This is the second part in our series focused on self-insuring and health insurance options. Discussing how an LTCI policy can help clients pay for the type of care they want, when they need it later.
Five things you may not be discussing with clients — but should
You may think some wealthy clients don’t need insurance, but they may want to hear from you. This whitepaper discusses some of the misconceptions about life insurance.
When a client dies, their registered plans could face a major tax hit. Fortunately, there are ways to minimize the impact.
Keeping the farm in the family
A local farmer opens up about what it’s like to run a thriving family cash-crop operation, the future of agriculture and the need for a robust succession plan.
In the news
Thank you for 150 years! (Video)
Join Sun Life Financial President and CEO Dean Connor on a journey through some key moments in Sun Life’s 150 year history.