Clients aren’t the only ones retiring. Financial advisors also make the transition into retirement. An important part of that transition is ensuring the business you worked hard to build, is left in trusted hands.

Sun Life Financial can help you make this transition through our Business succession planning resource centre. It’s a series of tools that can help you find and train your ideal successor before you retire. It includes world-class programs designed exclusively for the insurance and financial sectors, as well as professional sales training and long-term strategies to ensure your selected candidate can maintain your existing business and keep it growing in the future.

Whether you already have a successor in mind or you’re starting from scratch, selecting and training a candidate takes time and planning. Watch this short video to help you begin (1 minute, 49 seconds).


Your business is your legacy, so finding the right advisor to take over when you retire is vital. Contact a Sun Life Financial Sales Director to learn more about the Business succession planning resource centre and how it can help you prepare your legacy so that you can retire with peace of mind.

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