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Top Stories in Sun Life retirement

Kirk McMillan

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.

six questions about par 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).

  • By: Sun Life
  • July 2, 2019 July 2, 2019
  • 08:00
5 tips for video marketing

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…

  • By: Sun Life
  • June 13, 2019 June 14, 2019
  • 07:00
Dale Lamb

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…

  • By: Sun Life
  • June 6, 2019 June 10, 2019
  • 07:00
Emile McLean

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…

life insurance without cash value

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.

  • By: Sun Life
  • May 3, 2019 May 3, 2019
  • 07:00
Jean Turcotte

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

Jean Turcotte - Director, Tax, Wealth and Insurance Planning Group with Sun Life, has some advice on how to practically assist Clients who are going…

4 tips for building succession plan for advisors

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.

  • By: Sun Life
  • April 11, 2019 May 8, 2019
  • 07:00
Insurance as an asset class

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.

  • By: Sun Life
  • March 15, 2019 May 1, 2019
  • 07:00
Chantel McNeily

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.

Passive income rules

Don’t be passive about Canada’s new passive income rules

Change is coming for business owners. Are your clients ready?

  • By: Sun Life
  • February 6, 2019 March 11, 2019
  • 00:10
minimizing tax at death rrsp

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.

  • By: Sun Life
  • February 6, 2019 February 6, 2019
  • 00:05
minimizing tax at death rrsp

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.

  • By: Sun Life
  • January 9, 2019 January 10, 2019
  • 00:15

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…

  • By: Sun Life
  • January 9, 2019 May 8, 2019
  • 00:05

Could guaranteed investment funds help your business and corporate clients?

Tax advantages of GIFs for corporate clients.

  • December 10, 2018 December 10, 2018
  • 00:05

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…

  • By: Sun Life
  • October 10, 2018 October 29, 2018
  • 00:05

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

Answering important client questions & explaining financial strategies

  • December 5, 2018 May 1, 2019
  • 00:48

Protecting retirement goals when critical illness strikes

Shielding savings and keeping clients on the right financial track

  • November 5, 2018 May 1, 2019
  • 00:05

FSCO releases customer fair treatment guideline

The guideline includes eight principles

  • By: Staff
  • October 1, 2018 October 1, 2018
  • 09:53

Why you should rethink investing in emerging markets

Many emerging market companies are as sound as any Canadian business

  • August 2, 2018 September 19, 2018
  • 00:00

How to discuss guaranteed income solutions with clients

Canadians worry about money. In the 2016 Sun Life Canadian Health Index, 3 of the 4 top drivers of stress were related to financial challenges:…

  • July 5, 2018 September 20, 2018
  • 00:00

How to save $1 million for retirement

It’s registered retirement savings plan (RRSP) season and that means many clients will be thinking about making their contribution by the March deadline.

  • By: Sun Life
  • February 2, 2018 September 20, 2018
  • 00:00

Is a client’s sex life really your business?

What do healthy aging, grey divorce and not enough sex education have in common? Sources associate all 3 with the increase in sexually transmitted infections…

How to help clients get through a late-life divorce

Whether it’s due to an empty nest, different interests or irreconcilable differences, an increasing number of Canadians aged 55 and up are heading to divorce…

  • By: Sun Life
  • December 1, 2016 September 22, 2018
  • 00:00

Pensions and divorce: Who gets what?

The basics about pension credit splitting in the CPP/QPP, private pension plans and RRSPs.

Emerging Markets: How to weather market volatility

PM Christine Tan discusses volatility, resilience and allocations

  • December 5, 2018 December 5, 2018
  • 00:37

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

  • September 4, 2018 September 20, 2018
  • 12:08

Take a closer look at participating whole life insurance

The strength of Sun Life’s participating account is its investment philosophy

  • By: Sun Life
  • June 5, 2018 September 20, 2018
  • 00:00

Protecting What’s Most Important

Understanding human capital as a person’s most valuable asset presents opportunities to deliver more value, think holistically, and improve peace of mind.

  • November 8, 2018 November 8, 2018
  • 00:05

How intergenerational wealth planning is critical to your clients’ success—and yours

4 steps to help your clients create the legacy they want, while becoming the family wealth advisor

  • September 6, 2018 September 20, 2018
  • 21:16

4 retirement risks to discuss with clients

There are many risks threatening retirement income plans. Four major categories of risk need to be accounted for and managed.

  • July 11, 2018 September 19, 2018
  • 00:00

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

  • By: Sun Life
  • January 9, 2019 January 10, 2019
  • 00:10

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.

  • November 5, 2018 November 5, 2018
  • 00:05

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.

  • October 10, 2018 November 1, 2018
  • 00:05

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