Latest news in Expert opinions

Long-term care reality check: Costs, coverage and when to talk with clients

Part 3 of this series about self-insuring and health insurance options sheds light on long-term care costs and the need to talk with clients about…

Who pays for health care?

Too many Canadians are underestimating out-of-pocket health costs. Health events are a fact of life but resisting that reality could lead to a stack of…

7 ideas for better conversations with affluent clients

Rocco Taglioni, SVP, Sun Life Financial, highlights key insurance conversations advisors can have with affluent clients.

Five things you may not be discussing with clients — but should

You may think some wealthy clients don’t need insurance, but they may actually want it – and they want to hear from you! This whitepaper…

Advising clients about health insurance — life stage determines the “when” and the “what”

This is the second part in our series focused on self-insuring and health insurance options. Discussing how an LTCI policy can help clients pay for…

Three strategies for managing clients’ future health and personal care costs

Rocco Taglioni, SVP, Sun Life Financial, discusses three strategies to manage future health and personal care costs.

Options for care as you age: A crucial conversation for female clients

As clients — specifically female clients — age, they’re more likely to face significant health challenges, but you can help clients make sure they are…

Critical Illness Insurance: Key benefits to help tackle client objections

Uncover benefits that can help persuade clients to take a new look at critical illness insurance.

Exploring the tax benefits of connecting retirement savings and income

Help your clients pay less tax by working with them to plan how they’ll draw money from their retirement savings. When you do, it’s important…

Come to terms with your business owner clients

Looking for a way to grow your business? Term life insurance is a valuable tool suitable for your business owner clients’ needs, and can be…

Clear communications: how to spark, and keep, your clients’ interest

We must find new ways to spark interest in financial planning and help start these crucial conversations with Canadians.

Becoming the trusted family advisor for wealth transfers and estate planning

I’d like to share a story with you about a middle-aged professional I know. I believe his story will resonate, since discussions with family members…

Shared ownership of CII – is it right for your business clients?

Critical illness insurance (CII) is often seen as a health solution for individual clients. If someone experiences an illness covered by their CII policy and…

The future is increasingly female: Helping women plan for longer life expectancies

The Canadian population is aging.

Help clients avoid the financial difficulties of retiring with diabetes

You’ve worked with your clients to build a holistic plan to help them retire their way. But everything can change in a split second when…

For 71-year-old RRSP holders, the new year countdown is on!

At midnight on December 31, registered retirement savings plan (RRSP) holders who turned 71 in 2014 won’t just ring in a new year, they’ll switch…

The number one reason Canadians change their retirement date: health

Every year, Sun Life Financial commissions a survey to take the pulse of Canadians’ perceptions about their health and the health care they receive. In…

Make your clients happy, with a guaranteed monthly cheque in retirement

We had a bit of fun with retirement clichés in our newly released national TV commercial. Some Canadians spend a lot of time and money…

Prepare your clients – flag the risk of personal health insurance coverage gaps in retirement

Have you talked to your clients lately about their personal health insurance needs? Fewer companies are extending group benefits for employees who leave the workforce…

From paycheque to retirement income: helping boomers shift with confidence

There are over 9.4 million boomers in Canada—27 per cent of the population—and, in addition to strength in numbers, the boomers’ moxie and willingness to…

Celebrating five years cancer-free

As an advisor, you play a significant role in the health and wealth of your clients. It can be difficult to explain the impact that…

Health coverage for every stage of your client’s life

Canadians need health insurance at every stage of their financial planning. Whether it’s for protection to help manage expenses while dealing with a serious illness…

Explaining the taxation of health insurance to clients – help is here

Canadians need health insurance at every stage of their life. Whether it’s for protection against income loss due to an illness or a disability during…

Money in Motion: Canadians’ need for advice from a trusted advisor has never been stronger

Right now, there is a tremendous opportunity at your doorstep.

A more tax-efficient way for your clients to leave a lasting legacy (Video)

Maybe it’s time for your clients to rethink how they’ll leave their mark on the world. They might be surprised at the options and control…