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 charity. Maybe they’d like to be remembered for the experiences they brought to those around them. Having a conversation with clients about Money for Life – Sun Life Financial’s customized approach to financial and retirement planning* – can help clients leave a legacy for what matters most, while helping them retire with confidence knowing their needs are covered. Show this video to clients to start a conversation about planning a legacy and Money for Life. Run time: 3 minutes, 1 second.
You might also like…
- What legacy do your clients want to leave?
- Making it easier to leave a financial gift to charity
- How will you handle your legacy?
*Only advisors who hold CFP (Certified Financial Planner), CH.F.C. (Chartered Financial Consultant), F.Pl. (Financial Planner in Quebec), or equivalent designations are certified as financial planners.