RETIREMENT RESOURCE CENTRE

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From Sun Life Financial

From Advisor.ca

New this month from Sun Life Financial

person with disabilities

Tax and Estate planning

New 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

minimizing tax at death

Tax and Estate planning

New 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.

critical illness planning

Insurance

Self-fund, share or transfer? Planning for critical illness

Answering important client questions & explaining financial strategies.

Emerging markets

Market insights

Emerging Markets: How to weather market volatility

PM Christine Tan discusses volatility, resilience and allocations.

5 tips for estate planning

Tax and estate planning

5 tips to get clients’ estate plans in order

Have you reviewed your clients’ wills, beneficiaries, insurance and assets? Find out if it’s time for an estate planning checkup.

Protecting clients against criticall illness

Insurance

Protecting retirement goals when critical illness strikes

Shielding savings and keeping clients on the right financial track.

James Deakin

Industry insights

Understanding the universal life insurance value proposition

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.

8 ways to lower taxes and boost savings

Tax and estate planning

8 ways to help lower clients’ taxes (and boost their retirement savings)

Reducing taxes can go a long way in helping your clients save for retirement.