Maybe it’s time for your clients to rethink how they’ll leave their mark on the world. They might be surprised at the options and control they have over their estates.
While it’s important to be careful with their hard-earned money and protect their legacy, there’s a safe and more tax-efficient alternative to investing in GICs and bonds.
A life insurance strategy allows your client to grow the estate value quicker and shelter more of the estate from tax, with:
- no annual tax on accumulated growth, and
- no tax on the life insurance death benefits.
Start the conversation by showing your clients the Estate maximization whiteboard video, which highlights how life insurance can be a vital piece of their investment portfolio and help make the most out of their estate. Run time: 3 minutes, 12 seconds.
Meeting your clients’ Legacy needs is part of Money for Life, Sun Life Financial’s customized approach to financial and retirement planning.* To learn more about estate planning solutions, talk with your Sales Director.
*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.