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minimizing tax at death rrsp
Tax and estate planning

Minimizing tax at death on RRSP – Part 2

In this second part of two articles, we’ll look at fourth option for transferring an RRSP at death, and how you can help.

  • By: Sun Life
  • February 6, 2019 February 6, 2019
  • 00:05
minimizing tax at death rrsp
Tax and estate planning

Minimizing tax at death on RRSP – Part 1

In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.

  • By: Sun Life
  • January 9, 2019 January 10, 2019
  • 00:15
Tax and estate planning

Persons with disabilities: strategies for optimizing wealth transfers

A look at the options you can suggest to clients to ensure a smooth transfer of wealth

  • By: Sun Life
  • January 9, 2019 January 10, 2019
  • 00:10
Jeffery waugh
Expert opinions

Great news about TFSAs for your clients’ savings

Jeffrey Waugh, Director, Wealth and Insurance Tax Solutions, Individual Insurance and Wealth, Sun Life Financial, discusses the new contribution limit for the TFSA and its…

  • By: Sun Life
  • January 9, 2019 May 8, 2019
  • 00:05
Justin Ezekiel
Expert opinions

Could guaranteed investment funds help your business and corporate clients?

Tax advantages of GIFs for corporate clients.

  • December 10, 2018 December 10, 2018
  • 00:05
critical illness planning
Insurance

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

Answering important client questions & explaining financial strategies

  • December 5, 2018 May 1, 2019
  • 00:48
emerging markets
Market insights

Emerging Markets: How to weather market volatility

PM Christine Tan discusses volatility, resilience and allocations

  • December 5, 2018 December 5, 2018
  • 00:37
Human capital protection
Practice Advice

Protecting What’s Most Important

Understanding human capital as a person’s most valuable asset presents opportunities to deliver more value, think holistically, and improve peace of mind.

  • November 8, 2018 November 8, 2018
  • 00:05
Insurance

Protecting retirement goals when critical illness strikes

Shielding savings and keeping clients on the right financial track

  • November 5, 2018 May 1, 2019
  • 00:05
5 tips for estate planning
Tax and estate planning

5 tips to get clients’ estate plans in order

Have you reviewed your clients’ wills, beneficiaries, insurance and assets? Find out if it’s time for an estate planning checkup.

  • November 5, 2018 November 5, 2018
  • 00:05
James Deakin
Expert opinions

Understanding the universal life insurance value proposition

We talked recently to James Deakin – Assistant Vice President, Insurance Distribution for Sun Life Financial – about permanent insurance trends and the role that…

  • By: Sun Life
  • October 10, 2018 October 29, 2018
  • 00:05
8 ways to lower taxes
Tax and estate planning

8 ways to help lower clients’ taxes (and boost their retirement savings)

Reducing taxes can go a long way in helping your clients save for retirement.

  • October 10, 2018 November 1, 2018
  • 00:05
Indian Couple Meeting With Financial Advisor At Home
Insurance

FSCO releases customer fair treatment guideline

The guideline includes eight principles

  • By: Staff
  • October 1, 2018 October 1, 2018
  • 09:53

Embrace your key competitive advantage: trust

Embrace the change and build on trust

Helping women reach their retirement goals

Women face more challenges in saving and investing for a secure future than men.

Ignoring business disruption doesn’t make it go away

Adapt to changes in the financial services industry.

5 questions top advisors ask about UL for private corporations

To help Clients understand the benefits of UL insurance and the role it can play in their financial plan.

  • By: Sun Life
  • January 14, 2020 January 14, 2020
  • 08:00

Modernizing the term conversation

This article explores a way to modernize term conversations by using the concept of human capital. Easy for clients to grasp, human capital offers a…

  • By: Sun Life
  • August 1, 2019 August 6, 2019
  • 09:00

Six questions top advisors ask about par

Top advisors typically keep these six questions in mind as they help clients make an informed decision about Participating whole life insurance (par).

  • By: Sun Life
  • July 2, 2019 July 2, 2019
  • 08:00

Why you should rethink investing in emerging markets

Many emerging market companies are as sound as any Canadian business

  • August 2, 2018 September 19, 2018
  • 00:00

How to discuss guaranteed income solutions with clients

Canadians worry about money. In the 2016 Sun Life Canadian Health Index, 3 of the 4 top drivers of stress were related to financial challenges:…

  • July 5, 2018 September 20, 2018
  • 00:00

How to save $1 million for retirement

It’s registered retirement savings plan (RRSP) season and that means many clients will be thinking about making their contribution by the March deadline.

  • By: Sun Life
  • February 2, 2018 September 20, 2018
  • 00:00

Client incapacity – are you prepared?

Planning for Client incapacity – it’s worth your time

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

How one advisor uses CRM to maximize business

The case study shows how one advisor puts different elements of a CRM system into action in a typical morning.

Mining the niche – segmenting your business for success

Dale Lamb has worked as a leading financial advisor for Sun Life Financial in Kelowna, BC, for almost 25 years. We talked with Dale recently…

  • By: Sun Life
  • June 6, 2019 June 10, 2019
  • 07:00

Are Canadians really ready to retire?

When it comes to retirement, how are we doing? Find out how Canadians answered questions about retirement expectations, income and plans

  • September 4, 2018 September 20, 2018
  • 12:08

How to launch a successful client referral seminar

Word of mouth is the best form of marketing, and a client referral seminar can increase your chances of success. Use our 5 easy steps…

  • By: Sun Life
  • August 8, 2019 August 8, 2019
  • 10:00

5 tips to grow your business with video marketing

You don’t need a big budget to create a great video, but you do need to make it part of your marketing strategy. These 5…

  • By: Sun Life
  • June 13, 2019 June 14, 2019
  • 07:00

Are your clients investing with their legacy in mind?

What kind of legacy will you leave behind? How will you be remembered?

  • By: Sun Life
  • September 3, 2019 September 9, 2019
  • 07:00

Five financial and tax considerations for a divorce or dissolution of a common law relationship

Jean Turcotte - Director, Tax, Wealth and Insurance Planning Group with Sun Life, has some advice on how to practically assist Clients who are going…

When estate settlement costs your clients more than money

See how an estate plan — including some key financial products — can help reduce the emotional and financial costs of settling an estate.

Part 3: How to stay ahead of disruption

In the last episode of this 3-part series, Jillian Farrow, Director of Strategic Business Development at Sun Life, and Wayne Miller, AVP of Strategic Business…

Part 2: Why trust is your competitive advantage

In the second of this 3-part series, Jillian Farrow, Director of Strategic Business Development at Sun Life, and Wayne Miller, AVP of Strategic Business Development…

Part 1: Ignoring disruption doesn’t make it go away

In the first of this 3-part series, Jillian Farrow, Director of Strategic Business Development at Sun Life, and Wayne Miller, AVP of Strategic Business Development…