Retirement Resource Centre

Sponsored by Sun Life Financial

New this month from Sun Life Financial

4 myths of universal life insurance

What's new

New A new look at life insurance as an asset class

The strategy continues to be relevant as an alternative to fixed-income investments

4 myths of universal life insurance

Conversation starter

New Seize the opportunity: There's a growing market for faster paid-up insurance

Whether they know it or not, wealthy clients can benefit from life insurance – especially a quicker paid-up option. Show them how.

How easy is it to save $1 million?

Conversation starter

How easy is it to save $1 million?

A lot depends on when you start.

RRSPs can be taxed at death — but they don’t have to be

Tax and estate planning

RRSPs can be taxed at death — but they don’t have to be

When someone dies, all or a large part of their registered plans could be taxed at the maximum marginal rate. Here are 4 ways you can help clients and their heirs minimize their taxable income.

Encourage your clients to get more for their money

Industry insights

Clients with private corporations: what you need to know now

You can play a pivotal role if and when change occurs – reassure clients that you'll be there to help them meet any challenge.

Video

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