RETIREMENT RESOURCE CENTRE

Sponsored by Sun Life Financial

From Sun Life Financial

From Advisor.ca

New this month from Sun Life Financial

5 tips for estate planning

Tax and estate planning

New 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

New Protecting retirement goals when critical illness strikes

Shielding savings and keeping clients on the right financial track.

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.

sun critical illness insurance making good things better

Insurance

Making a good thing better for clients

We’ve taken a client-first approach to enhancing Sun Critical Illness Insurance. Now’s a great time to talk to clients about critical illness coverage.

wealth transfer

Market insights

Are Canadians really ready to retire?

When it comes to retirement, how are we doing? Find out how Canadians answered questions about retirement expectations, income and plans.

emerging markets

Industry insights

6 ways to preserve wealth for the future

Strategies to transfer wealth to the next generations.

emerging markets

Conversation starter

Why you should rethink investing in emerging markets

Many emerging market companies are as sound as any Canadian business.

two options better than one

Conversation starter

Two options. Better than one

Participating whole life and universal life insurance are not an either/or proposition. Each has its strengths — and its niche.

guaranteed income solutions

Investments and income

How to discuss guaranteed income solutions with clients

Solutions that guarantee a portion of basic retirement income can boost clients’ confidence.

3 ways to show clients your value

Market insights

3 ways to show clients your value

Master these 3 key elements to demonstrate the value of your advice.