Improved health often tops New Year’s resolution lists. The positive impact on well being by adopting a healthy lifestyle is obvious, but what about the…
What’s a “Zoomer”? If you haven’t heard, the term originates from media mogul Moses Znaimer and his “New Vision of Aging for Canada.” Zoomers are…
Total return of a portfolio is more critical than its yield.
When your clients are in their last 10 to 15 working years, it’s important to help them prepare for retirement. It’s never too early –…
According to recent information released by Statistics Canada, in 2012 about 8.1 million Canadians aged 15 or older were caring for a family member who…
“Easier said than done” describes many things, including retirement planning. Canadians have a lot to think about before they can retire with confidence. Money-wise, they’ll…
Recently, new research told us something we probably already knew: serious health events can significantly affect our finances. But what we may not have realized…
With 20 to 30 years of retirement ahead of them, the modern boomer wants to do more than sit on the front porch and watch…
Have your clients thought about how they’d like to be remembered? Perhaps they want to provide a financial gift to loved ones or a favourite…
When it comes to retirement planning, boomers benefit from working with you. In fact, 72% of Canadians working with an advisor feel they have the…
The retirement of yesteryear—sitting on the porch, idly watching the world pass by—no longer exists. The new reality is, most people won’t retire at 65,…
According to the 2013 Sun Life Unretirement Index,1 Canadians are growing increasingly comfortable with the idea that retirement may just have to wait a bit.
As your clients approach retirement, it’s time to think about what could happen if and when their health declines. An accident or serious illness can…
One of the most important steps for clients to take as they approach retirement is to figure out how they’re going to pay for basic…
Do you know who said, “Don’t simply retire from something; have something to retire to?”
Many Canadians are uncertain about retirement. According to the 2013 Sun Life Canadian Unretirement™ Index, 71% of Canadians are somewhat or not at all confident…
Did you know that the fastest-growing group of digital users are 51 years and older and that this expanding market is looking for an expert…
There’s wisdom to the age-old adage: cover the basics first. When it comes to retirement planning, clients need to have a strong financial foundation in…
Debt-free and mortgage-free have a nice ring to them. They’re especially nice to hear during our working years. They resonate even more in retirement.
What do playing with the grandkids and paying down a mortgage have in common? For a growing number of Canadians, these are two things they’ll…
Everyone’s health changes with age, and as time goes on retiree’s will spend more money to manage it. Being prepared for emerging health needs is…
Latest survey reveals uncertainty in Canada’s ‘unretirement’ landscape
The retirement market is growing fast. Every day, over 1,000 baby boomers enter the retirement phase of their lives. You can help them make the…
Show this engaging video to clients and prospects to introduce them to Money for Life and start a conversation about lifetime financial security.
The Money for Life™ web app for iPad or PC is the perfect complement to your retirement planning conversations. It helps you explain the needs…