Sun Life Financial continues its three-part series on Generation X – Part II looks at how they compare to boomers, and why it matters to you.
Sun Life Financial starts a three-part series on Gen X – who they are, what they want and how you can help them while building your business.
Sun Life Financial leaders describe new segregated fund products and how they can help Canadians with their savings and retirement planning.
Rocco Taglioni, SVP, Sun Life Financial, highlights key insurance conversations advisors can have with affluent clients.
Rocco Taglioni, SVP, Sun Life Financial, discusses three strategies to manage future health and personal care costs.
Help your clients pay less tax by working with them to plan how they’ll draw money from their retirement savings. When you do, it’s important to show that the accumulation and income phases complement each other and don’t exist separately.
I’d like to share a story with you about a middle-aged professional I know. I believe his story will resonate, since discussions with family members about money and estates can be awkward.
Every year, Sun Life Financial commissions a survey to take the pulse of Canadians’ perceptions about their health and the health care they receive. In the just released 2014 Sun Life Canadian Health Index, we also asked retirees how they’d planned for retirement and whether they experienced any surprises along the way.
We had a bit of fun with retirement clichés in our newly released national TV commercial. Some Canadians spend a lot of time and money on activities such as sailing. But most retirement visions don’t include getting sprayed as the bow of a sailboat slices through the waves.
On July 1, Canada’s Anti-Spam Legislation (CASL) came into effect to deter the most damaging and deceptive forms of spam—identity theft, phishing and spyware—from occurring in Canada.