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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.

Jeffery waugh

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…

Justin Ezekiel

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
James Deakin

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…

6 ways to preserve wealth for the future

Strategies to transfer wealth to the next generations.

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…

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 October 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

Patricia Michon

Great reasons to transfer money from a RRIF to an annuity

Patricia Michon gives good reasons for clients to move assets from a RRIF to a life annuity, especially the fixed income portion of their RRIFs.

Feeling ignored? 2 barriers standing in the way of your advice

How barriers are preventing Canadians from financial planning and retirement readiness

How life, health and wealth solutions can help create a powerful plan

To retire comfortably, Canadians may need more options than previous generations. They also need your help.

How to pay less tax and increase business value – with universal life

How universal life insurance can help business owners meet their insurance protection needs and minimize the impact of tax on their business.

Clients with private corporations: what you need to know now

You can play a pivotal role if and when change occurs – reassure clients that you’ll be there to help them meet any challenge.

Yes, more clients are retiring with mortgage debt

There’s one thing you can tell clients who foresee retiring before paying off the mortgages on their principal residences: They’re not alone.

How to be the leader of an advisory team for your client

Learn ways to take the lead on an advisory team and expand your centres of influence.

Help clients report all their taxable benefits

The T4 and T4A aren’t perfect. While taxpayers rely on these slips, and expect them to contain a straightforward listing of salary, benefits and related…

Encourage your clients to get more for their money

Are your clients sitting on too much cash?

Help clients preserve their capital

When clients start cruising toward retirement, advisors need to help them preserve capital by keeping an eye on both the asset mix and where those…

Delivering more value with par insurance

Dean Chambers discusses how the new tax rules create new opportunities for you to help clients take advantage of the benefits of par life insurance.

Five crucial questions for executors

Philip Porado on the five questions your clients should ask a prospective executor

8 proven tax opportunities to give clients more retirement money

This is sponsored content submitted by Sun Life Financial. In this article, Cheryl Norton discusses strategies to help clients minimize taxes when they’re planning for…

Michael Banham, Michael Irwin

A look at retirement planning in an uncertain market

The British decision to leave the European Union and Donald Trump’s election as U.S. President triggered waves of market volatility. While U.S. markets appear to…

Why over-65ers want to keep working

Philip Porado is a Toronto-based business journalist.