Embrace your key competitive advantage: trust
Embrace the change and build on trust
Top Stories in Sun Life retirement
5 questions top advisors ask about UL for private corporations
To help Clients understand the benefits of UL insurance and the role it can play in their financial plan.
- By: Sun Life
- January 14, 2020 January 14, 2020
- 08:00
Client incapacity – are you prepared?
Planning for Client incapacity – it’s worth your time
- By: Samara Charters, Senior Manager, Strategic Business Development, Sun Life Financial
- December 13, 2019 December 13, 2019
- 11:00
The elevator pitch: how to make your audience the hero of the story
Help prospects understand your services faster
- By: Amal Masri, Director, Strategic Business Development – Practice Management, Sun Life
- December 9, 2019 December 9, 2019
- 11:00
Helping women reach their retirement goals
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
- 10:00
Part 3: How to stay ahead of disruption
In the last episode of this 3-part series, Jillian Farrow, Director of Strategic Business Development at Sun Life, and Wayne Miller, AVP of Strategic Business…
- By: Jillian Farrow & Wayne Miller, Sun Life
- October 16, 2019 February 12, 2020
- 09:00
Ignoring business disruption doesn’t make it go away
Adapt to changes in the financial services industry.
- By: Wayne Miller
- October 10, 2019 October 1, 2019
- 10:00
How one advisor uses CRM to maximize business
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
- 10:00
Part 2: Why trust is your competitive advantage
In the second 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 25, 2019 September 20, 2019
- 09:00
Part 1: Ignoring disruption doesn’t make it go away
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
- 09:00
Your clients need your trusted advice – now
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
- 13:00
Are your clients investing with their legacy in mind?
What kind of legacy will you leave behind? How will you be remembered?
- By: Sun Life
- September 3, 2019 September 9, 2019
- 07:00
How to launch a successful client referral seminar
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
- 10:00
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.
- By: Kirk McMillan, Regional Vice-President, Wealth Distribution, Sun Life Financial
- July 11, 2019 July 11, 2019
- 08:30
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…
- By: Emile McLean, Director, Strategic Business Development, Sun Life Financial
- May 9, 2019 May 9, 2019
- 07:00
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
Modernizing the term conversation
This article explores a way to modernize term conversations by using the concept of human capital. Easy for clients to grasp, human capital offers a…
- By: Sun Life
- August 1, 2019 August 6, 2019
- 09:00
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
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
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…
- By: Submitted by: Sun Life Financial
- February 1, 2017 September 27, 2018
- 00:00
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
Personal debt is threatening retirement plans
Consumer debt in Canada stands at $574 billion, and debt reduction remains Canadians’ top financial priority. The trouble is, when you have debt, saving for…
- By: Submitted by: Sun Life Financial
- April 1, 2016 September 26, 2018
- 00:03
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
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
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
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
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
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…
- By: Jean Turcotte, Sun Life Financial
- April 15, 2019 April 15, 2019
- 07:00
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 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
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
- By: Amal Masri & Emile McLean, Sun Life
- July 18, 2019 August 1, 2019
- 11:00