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Top Stories in Sun Life retirement

Sun critical illness insurance

Making a good thing better for clients – because it’s the right thing to do

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.

intergenerational wealth planning

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
Retirement readiness report

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

6 ways to preserve wealth for the future

Strategies to transfer wealth to the next generations.

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

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.

  • August 1, 2018 September 19, 2018
  • 00:00

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
Guaranteed income solution

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 talk about participating whole life insurance with clients

For as long as I can remember, advisors have been asking two main questions about participating whole life insurance (par). Which dividend scale is appropriate…

closer look at participating whole life insurance

Take a closer look at participating whole life insurance

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

Professional digital equipment recording video blog of businesswoman, online business coach making presentation for website, filming popular vlog or master class for videoblog channel, focus on camera

How to use video marketing to grow your business

If you’re not using video to market yourself, you’re missing a big opportunity. Here’s how you can avoid being left behind.

Business adviser analyzing financial figures denoting the progress in the work of the company

3 ways to show clients your value

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…

Stuart Dollar

How to position critical illness insurance as a retirement benefit

There’s an opportunity to look at CII as key person insurance and a retirement benefit for employees and business owners.

New year brings new opportunities for UL

In this article, Dean Chambers discusses how a universal life insurance policy can be structured to offer your clients maximum flexibility, lifetime protection and tax-preferred…

Reduce retirement anxiety

Consider guarantees to close the lifetime retirement income gap

  • By: Jim Lyons
  • December 7, 2017 September 11, 2018
  • 00:00

How you run your practice affects the value of your advice

Where you spend your time makes a difference in offering the most value to your clients

3 key benefits of life insurance for retirees

Talk with client about financial protection and being prepared for unexecpted situtionals.

The value of critical illness insurance in retirement

Being diagnosed with a critical illness during retirement could have a serious impact on clients’ retirement savings and income plans.

Do you know why retirement plans need CII?

The benefits of critical illness insurance (CII) have never been more significant and noteworthy.

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.

What happens when the holder of a TFSA dies?

Think you know all there is to know about the TFSA? You might be surprised.

Retirement income: How to get your clients their best withdrawal rates

François Bernier, Director, Advanced Planning, with Sun Life Financial, shares his insights on this topic.

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…

Pensions and divorce: Who gets what?

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

6 tips to help clients save and retire debt-free

There’s an opportunity to help retirees make debt management a short-term priority

What you need to know about the federal budget

The 2018 federal budget highlights pharmacare, gender pay equity, additional parent support, and more.

What you may (or may not) know about your female clients

In honour of International Women’s Day on March 8, discover how Canadian women feel about retirement planning.

Why it’s important to connect with female clients

Find out why it’s important to connect with female clients and the female partners of your male clients, and how to get started.

  • March 8, 2018 September 20, 2018
  • 00:05

When estate settlement costs your clients more than money

See how an estate plan — including some key financial products — can help reduce the emotional and financial costs of settling an estate.

Clients with foreign property? What you need to know

Is foreign property still as financially attractive as it was in the past? Read about the current trends and implications of owning U.S. property.

RRSPS can be taxed at death—but they don’t have to be

When someone dies, all or a large part of their registered plans could be taxed at the maximum marginal rate. Here are 4 ways you…