Many Canadians are uncertain about retirement. According to the 2013 Sun Life Canadian Unretirement™ Index, 71% of Canadians are somewhat or not at all confident about meeting basic living expenses in retirement and only 2 out of 10 Canadians have a written financial plan. By showing clients how they can manage expenses throughout retirement, you have a tremendous opportunity to ease their uncertainty, demonstrate the value of your advice, encourage more people to put their plans in writing and, ultimately, build your business. A great tool to help you work through your client’s retirement needs is the Money for Life™ Retirement Income Workbook. This four-page workbook helps your clients build a complete picture of their retirement expenses for basic and lifestyle needs as well as one-time events, and uncovers ways to fund these expenses. To order copies, visit the Money for Life page on the Sun Life Financial advisor website.


Originally published on Advisor.ca