Home Rocco Taglioni

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.

  • July 8, 2015 October 11, 2018
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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.

  • June 10, 2015 October 11, 2018
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Sun Life Financial leaders describe new segregated fund products and how they can help Canadians with their savings and retirement planning.

  • May 13, 2015 October 11, 2018
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Rocco Taglioni, SVP, Sun Life Financial, highlights key insurance conversations advisors can have with affluent clients.

  • April 15, 2015 October 11, 2018
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Rocco Taglioni, SVP, Sun Life Financial, discusses three strategies to manage future health and personal care costs.

  • March 18, 2015 October 11, 2018
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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.

  • February 18, 2015 October 11, 2018
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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.

  • December 30, 2014 October 11, 2018
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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.

  • October 21, 2014 October 11, 2018
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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.

  • October 9, 2014 October 11, 2018
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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.

  • July 29, 2014 October 11, 2018
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