Top Stories in Sun Life retirement
Help prospects understand your services faster
- By: Amal Masri, Director, Strategic Business Development – Practice Management, Sun Life
- December 9, 2019 December 9, 2019
Women face more challenges in saving and investing for a secure future than men.
- By: Chantal McNeily, Wealth Sales Director, Sun Life Financial
- November 7, 2019 November 22, 2019
Adapt to changes in the financial services industry.
- By: Wayne Miller
- October 10, 2019 October 1, 2019
The case study shows how one advisor puts different elements of a CRM system into action in a typical morning.
- By: Emile McLean, Director, Strategic Business Development, Sun Life Financial
- October 1, 2019 October 1, 2019
In the first of this 3-part series, Jillian Farrow, Director of Strategic Business Development at Sun Life, and Wayne Miller, AVP of Strategic Business Development…
- By: Jillian Farrow & Wayne Miller, Sun Life
- September 18, 2019 September 18, 2019
Amélie Laferriere, Director, Wealth Sales, Sun Life, discusses why clients need your help to secure their legacy – sooner than later.
- By: Amélie Laferriere, Director, Wealth Sales, Sun Life
- September 12, 2019 September 12, 2019
What kind of legacy will you leave behind? How will you be remembered?
- By: Sun Life
- September 3, 2019 September 9, 2019
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…
- By: Sun Life
- August 8, 2019 August 8, 2019
Amal Masri, Senior Business Development Manager and Emile McLean, Director of Strategic Business Development share their tips for doing client segmentation properly
- By: Amal Masri & Emile McLean, Sun Life
- July 18, 2019 August 1, 2019