When it comes to retirement planning, boomers benefit from working with you. In fact, 72% of Canadians working with an advisor feel they have the financial knowledge to be able to make a plan for their retirement.1
Money for Life – Sun Life Financial’s customized approach to financial and retirement planning2 – can be as simple as four conversations: covering basic needs, planning for the retirement lifestyle your clients really want, addressing health concerns, and leaving a legacy for what matters most to clients and their families.
This interactive infographic offers insight on each of the four needs, suggests solutions and directs you to more marketing tools to help start the conversation with clients. It’s an important resource for you to use when planning your next meeting with clients who are ready to talk about retirement.
The statistics and facts also serve as great conversation starters, especially with younger clients who may have other priorities that compete with saving but who are interested in knowing more about retirement. Click on each statistic to reveal additional information.
For more information about Money for Life and how you can grow your retirement business, talk to a Sun Life Financial Sales Director today!
1 2013 Sun Life Canadian Unretirement™ Index.
2 Only advisors who hold CFP (Certified Financial Planner), CH.F.C (Chartered Financial Consultant), F.Pl. (Financial Planner in Quebec), or equivalent designations are certified as financial planners.