Latest news in Insurance

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.

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…

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…

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.

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…

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…

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…

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…

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…

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…

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…

Help grandparents leave a legacy of protection with CII

For many clients, being a grandparent is a time of great joy. They delight in seeing their family grow and being part of their grandchildren’s…

Rethink insurance: Protecting wealth with insurance – part of Money for Life (Video)

There’s an old myth about life insurance: “the wealthier you are, the less you need insurance.” Like many other generally accepted “truths,” this one appears…

Do your clients know how a serious illness can affect their savings?

Imagine if one of your clients were gearing up to enjoy the pleasant retirement he’d been planning for years, but a cancer diagnosis blindsides him.…

A candid look at health care in retirement: the stages and solutions

Talking with clients about what they want to do in retirement – travelling, starting a business, exploring new interests – is exciting. Talking with them…

A golden opportunity to help Canadians: life insurance ownership at its lowest level in 30 years

News from a recent industry report might surprise advisors working hard to ensure Canadians have the right protection in place. Three out of 10 Canadians…

It’s never too early or too late to talk about long-term care insurance

We all know the saying “you’re only as old as you feel,” but regardless of how clients feel today, there’s a good chance they won’t…

Life insurance as an asset class – white paper

Permanent life insurance is known for its estate planning benefits. But can it also be an investment tool?

Strategic Partner Program – Retirees can help get you there

The Strategic Partner Program (SPP) is an exclusive club, offering unique benefits and enhanced service to recognize Sun Life Financial’s leading independent insurance advisors. Tapping…

There is an easier way! Tele-interviewing for life and critical illness insurance applications

Baby boomers are a busy generation. Finding time for appointments in their busy schedules can be a challenge. Traditional methods of collecting information about insurability…