New this month from Sun Life Financial
$53K a year on the basics — can retirement plans handle it?
Making sure basic needs are covered is non-negotiable. The good news is, 96% of clients who work with an advisor say they’ll be able to take care of the basics in retirement.
3 ways to show clients the money — with guaranteed income for life
Canadians are concerned about securing retirement income and want to know more about annuities.
The capital dividend account allows for tax-free dividend payments from a private corporation to an individual.
Wealth products with guarantees can make clients feel good about their retirement portfolios.
Personal debt is threatening retirement plans
Consumer debt in Canada stands at $574 billion. The trouble is, when you have debt, saving for retirement becomes a lower priority.
2017 tax changes to drive prescribed annuity sales in 2016
With tax changes coming, there’s incentive for clients to consider prescribed annuities in 2016.
Dean Chambers, VP, Sun Life, discusses the importance of connecting with clients and reviewing their life insurance now.