Latest news in Insurance

critical illness planning

Self-fund, share or transfer? Planning for critical illness

Answering important client questions & explaining financial strategies

Protecting retirement goals when critical illness strikes

Shielding savings and keeping clients on the right financial track

  • November 5, 2018 November 5, 2018
  • 00:05
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FSCO releases customer fair treatment guideline

The guideline includes eight principles

  • By: Staff
  • October 1, 2018 October 1, 2018
  • 09:53
Sun critical illness insurance

Making a good thing better for clients – because it’s the right thing to do

We’ve taken a client-first approach to enhancing Sun Critical Illness Insurance. Now’s a great time to talk to clients about critical illness coverage.

  • September 21, 2018 October 23, 2018
  • 00:05

Two options. Better than one

Participating whole life and universal life insurance are not an either/or proposition. Each has its strengths — and its niche.

  • August 1, 2018 September 19, 2018
  • 00:00
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3 key benefits of life insurance for retirees

Talk with client about financial protection and being prepared for unexecpted situtionals.

Close up of senior woman on tablet

The value of critical illness insurance in retirement

Being diagnosed with a critical illness during retirement could have a serious impact on clients’ retirement savings and income plans.

Family plays

Do you know why retirement plans need CII?

The benefits of critical illness insurance (CII) have never been more significant and noteworthy.

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Seize the opportunity: There’s a growing market for faster paid-up insurance

Whether they know it or not, wealthy clients can benefit from life insurance – especially a quicker paid-up option. Show them how.

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A new look at life insurance as an asset class

The strategy continues to be relevant as an alternative to fixed-income investments

Business people at work in their office

4 myths of universal life insurance

It’s time to shine light on the benefits of universal life insurance today.

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How to diversify corporate assets and enhance the value of a legacy

It starts with a strong strategy – well before a business owner’s passing.

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.

Worker in protective clothing in factory using machine

Get back to the basics — the fundamentals of UL

Why 2017 is a great time to re-think Universal Life

The next generation of life insurance is coming

Coming soon, Sun Life Financial will introduce a new suite of life insurance products to comply with new tax rules and give you the enhancements…

Act now to help clients’ life insurance policies be issued under 2016 tax rules

Tax changes for life insurance are coming soon. Act now to help clients’ life insurance policies be issued under 2016 tax rules.

Reducing business taxes with life insurance

Find out how a life insurance policy can increase the after-tax value of a business owner’s estate.

Grandfathering life insurance policies — steps to take in 2016

What you need to know to protect the grandfathered status of clients’ existing life insurance policies.

Life insurance as an asset class: An industry expert shares his insight

Questions and answers about the ‘safe money’ approach.

Help clients manage the financial impact of a serious health event

A record number of Canadians are surviving their cancer diagnosis, and many are struggling to manage the expenses.

Impact of 2017 tax changes for life insurance — simply put

Changes to the taxation of life insurance is coming in 2017. Read about the key changes, the main points of grandfathering and what you can…

Preventative vaccinations and higher health care costs for Canadians – are your clients prepared?

Shingles is on the rise among older Canadians. The good news is there’s a vaccine — but it’ll cost you. Prepare your clients to manage…

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.