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Aging and incapacity

Client incapacity – are you prepared?

Planning for Client incapacity – it’s worth your time

Mature Laughing Mulit Ethnic Husband and Wife

Is a client’s sex life really your business?

What do healthy aging, grey divorce and not enough sex education have in common? Sources associate all 3 with the increase in sexually transmitted infections…

How to help clients get through a late-life divorce

Whether it’s due to an empty nest, different interests or irreconcilable differences, an increasing number of Canadians aged 55 and up are heading to divorce…

  • By: Sun Life
  • December 1, 2016 September 22, 2018
  • 00:00

Personal debt is threatening retirement plans

Consumer debt in Canada stands at $574 billion, and debt reduction remains Canadians’ top financial priority. The trouble is, when you have debt, saving for…

Snowbirds: Low exchange rates and how to plan for them

How you can help clients in the wake of a weakening Canadian dollar.

Help your divorcing clients through new financial territory

‘Grey divorce’ is a growing trend that’s changing the retirement market. Help divorcing clients through this difficult period.

Retirement for one: The financial challenges — and advantages — of being single

The growth of Canada’s single demographic has been going on for decades, but financial policy is largely weighted toward families. Are your single clients prepared…

Funding a second career – using RESPs for your adult clients

Returning to school later in life can be financed in a number of ways—some are more taxing than others. Help your clients fund their second…

4 ways to put the brakes on rogue moving companies

Are your clients downsizing? There’s a risk they could become the victims of a moving scam. Find out how you can help them steer clear…

Balancing later life adoptions and retirement: What are the considerations?

Adopting a child is an emotionally rewarding experience, but there are also financial considerations. Finding ways to help clients with their retirement while providing for…

Reduce your clients’ stress to contribute to their mental and financial well-being

When we’re mentally healthy, we have the potential to cope with the normal stress of everyday life. But if our mental health is compromised, small…

How you can help clients make — and keep — their 2015 resolutions

Many of us can relate to that moment when the clock strikes midnight. We celebrate and reflect on the year ahead. We vow, “This year…

Financial gift-giving: Tis the season!

They don’t need batteries, they never go out of style and wrapping’s a breeze. More importantly, they can make a meaningful difference in someone’s life.…

Boomerpreneurs turn hobbies into retirement income

The fact that we’re living longer is welcome news, but many boomers might be wondering if they’ll have enough income to enjoy an extended retirement.…

Three financial scams your clients may encounter

When clients are in their fifties, many of your discussions will revolve around retirement. But there’s another topic that warrants their attention: financial scams and…

Is a return to school part of your client’s retirement plans?

Retirement and lifelong learning – study the facts

Financial abuse of seniors: more common than you may think

Advisors may be the first to spot the red flags.

What if your clients ask, “Should I pay down my mortgage or save for retirement?”

Should I pay down my mortgage or save for retirement” to “When a financial reporter posed the question to two certified general accountants – who…

Should your clients’ retirement plans include home renovations?

There’s no place like home.Whether it’s based on familiarity, comfort or fond memories, “home” is important to many of us—and the 2014 Sun Life Canadian…

When retirement triggers emotional turmoil – how to help your clients

How much should I save? How much will it cost? Will I have enough? Clients preparing for retirement look to you for sound advice about…

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…

Before your clients fly south for the winter – make sure they’re prepared

It’s that time of year again; snowbirds are getting ready to take off for the winter. And they’re leaving by the masses! In 2012, a…

“Grey divorce” is a growing trend

Whether it’s due to an empty nest, different interests or irreconcilable differences, an increasing number of Canadian couples ages 55 and up are heading to…

How will you handle your legacy?

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…