Change is coming for business owners. Are your clients ready?
In this second part of two articles, we’ll look at fourth option for transferring an RRSP at death, and how you can help.
In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.
A look at the options you can suggest to clients to ensure a smooth transfer of wealth
Jeffrey Waugh, Director, Wealth and Insurance Tax Solutions, Individual Insurance and Wealth, Sun Life Financial, discusses the new contribution limit for the TFSA and its tax advantages.
We talked recently to James Deakin – Assistant Vice President, Insurance Distribution for Sun Life Financial – about permanent insurance trends and the role that UL insurance continues to play as part of the financial planning process.
The strength of Sun Life’s participating account is its investment philosophy
If you’re not using video to market yourself, you’re missing a big opportunity. Here’s how you can avoid being left behind.
You’re a guardian, a protector — someone who understands the importance of family. You help clients make financial decisions that go beyond where and how they invest. With your guidance, clients can create a comprehensive plan with better results than they would have gotten if they tried to manage it on their own. The value […]
There’s an opportunity to help retirees make debt management a short-term priority