Rocco Taglioni, SVP, Head of Distribution, Individual Insurance and Wealth, discusses upcoming changes — and why now is the time to deepen your client relationships.
Rocco Taglioni, SVP, Sun Life, discusses how “always on” portfolio access for clients can threaten long-term goals.
Rocco Taglioni, SVP, Sun Life, discusses how wealth products with guarantees can help clients leave a meaningful legacy.
Rocco Taglioni, SVP, Sun Life, discusses how longer lifespans will change the way you work with clients to prepare for retirement.
Sun Life Financial leaders, Rocco Taglioni and Sadiq S. Adatia, discuss the 2016 market outlook and what you can do for clients.
Rocco Taglioni, SVP, Sun Life Financial, discusses wealth management strategies during the RRSP season through growth, income and protection lenses.
Rocco Taglioni, SVP, Sun Life Financial, discusses using the annual RRSP “frenzy” to start long-term wealth discussions.
Rocco Taglioni, SVP, Sun Life Financial, discusses how in a world of change, it can pay to test your assumptions
Rocco Taglioni, SVP, Sun Life Financial, discusses the increasing interest in segregated fund products and the potential education gap.
Sun Life Financial completes its 3-part series on Generation X, looking at ways you can attract more Gen X clients to your business.