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CRM to maximize business

Market insights

How one advisor uses CRM to maximize business

The case study shows how one advisor puts different elements of a CRM system into action in a typical morning.

client referral seminars

Practice advice

How to launch a successful client referral seminar

Word of mouth is the best form of marketing, and a client referral seminar can increase your chances of success. Use our 5 easy steps to launch your seminar today!

Wayne Miller

Industry insight

Ignoring business disruption doesn’t make it go away

Adapt to changes in the financial services industry.

disruption podcast

Podcasts

Part 2: Why trust is your competitive advantage

In the second of this 3-part series, Jillian Farrow, Director of Strategic Business Development at Sun Life, and Wayne Miller, AVP of Strategic Business Development at Sun Life discuss ways that advisors can build trust and deliver the advice clients need

Amelie Laferriere

Industry insights

Your clients need your trusted advice – now

Amélie Laferriere, Director, Wealth Sales, Sun Life, discusses why clients need your help to secure their legacy – sooner than later.

disruption podcast

Podcasts

Part 1: Ignoring disruption doesn’t make it go away

In the first of this 3-part series, Jillian Farrow, Director of Strategic Business Development, and Wayne Miller, AVP of Strategic Business Development discuss disruption

Legacy in mind while investing

Tax and Estate planning

Are your clients investing with their legacy in mind?

What kind of legacy will you leave behind? How will you be remembered?

client segmentation podcast

Podcasts

Client segmentation: what it is and why you should start

Amal Masri, Senior Business Development Manager and Emile McLean, Director of Strategic Business Development share their tips for doing client segmentation properly.

Kirk McMillan

Industry insights

Clients need your help to protect and pass on their legacy – their way

Kirk McMillan, Regional Vice-President, Wealth Distribution, Sun Life Financial, discusses the Great Intergenerational Wealth Transfer and the risks facing your boomer clients.

term insurance

Insurance

Modernizing the term conversation

This article explores a way to modernize term conversations by using the concept of human capital. Easy for clients to grasp, human capital offers a straightforward way to calculate term insurance need.

5 tips for video marketing

Practice advice

5 tips to grow your business with video marketing

You don’t need a big budget to create a great video, but you do need to make it part of your marketing strategy. These 5 winning tips make it easy to get started.

6 questions about par insurance

Insurance

Six questions top advisors ask about par

Top advisors typically keep these six questions in mind as they help clients make an informed decision about Participating whole life insurance (par).

Emile McLean

Industry insights

5 CRM features that’ll improve your business

CRM tools are the most effective way of managing all aspects of your advisor business – in many cases, through a simple app on your phone.

Dale Lamb

Market insights

Mining the niche – segmenting your business for success

Dale Lamb has worked as a leading financial advisor for Sun Life Financial in Kelowna, BC, for almost 25 years. We talked with Dale recently about the growth of his practice and serving the needs of current and former NHL hockey players.

life insurance without cash value

Insurance

When to choose corporate-owned life insurance – without a cash value

Many business owners need permanent insurance protection, but don’t need or want the tax-sheltered cash value growth.

Jean Turcotte

Tax and Estate planning

Five financial and tax considerations for a divorce or dissolution of a common law relationship

Jean Turcotte has some advice on how to practically assist Clients who are going through a divorce or dissolution of a common law relationship.

4 tips for success

Practice advice

Building your succession plan: 4 tips for success

You’ve helped many clients plan their business succession – but have you thought about your own? Consider these planning tips for success.

Chantal McNeily

Industry insights

Four steps to better life balance – and female advisor success

The Japanese concept of “ikigai” could be helpful in finding the balance you need to thrive personally and professionally.

life insurance as an asset class

Insurance

Are you overlooking life insurance as an asset class?

Permanent life insurance – an asset class that can play a number of roles in a client portfolio.

minimizing tax at death

Tax and Estate planning

Minimizing tax at death on RRSP – Part 2

In this second part of two articles, we’ll look at fourth option for transferring an RRSP at death, and how you can help.

minimizing tax at death

Tax and Estate planning

Minimizing tax at death on RRSP – Part 1

In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.

Jeffery Waugh

Industry insights

Great news about TFSAs for your clients’ savings

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.

wealth transfer for person with disabilities

Tax and Estate planning

Persons with disabilities: strategies for optimizing wealth transfers

A look at the options you can suggest to clients to ensure a smooth transfer of wealth