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Top Stories in Sun Life retirement

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
Sun critical illness insurance
Insurance

Making a good thing better for clients – because it’s the right thing to do

We’ve taken a client-first approach to enhancing Sun Critical Illness Insurance. Now’s a great time to talk to clients about critical illness coverage.

  • September 21, 2018 May 1, 2019
  • 00:05
intergenerational wealth planning
Practice Advice

How intergenerational wealth planning is critical to your clients’ success—and yours

4 steps to help your clients create the legacy they want, while becoming the family wealth advisor

  • September 6, 2018 September 20, 2018
  • 21:16
Retirement readiness report
Market insights

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
Expert opinions

6 ways to preserve wealth for the future

Strategies to transfer wealth to the next generations.

Investments and income

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
Insurance

Two options. Better than one

Participating whole life and universal life insurance are not an either/or proposition. Each has its strengths — and its niche.

  • August 1, 2018 September 19, 2018
  • 00:00
Practice Advice

4 retirement risks to discuss with clients

There are many risks threatening retirement income plans. Four major categories of risk need to be accounted for and managed.

  • July 11, 2018 September 19, 2018
  • 00:00
Guaranteed income solution
Investments and income

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
Expert opinions

How to talk about participating whole life insurance with clients

For as long as I can remember, advisors have been asking two main questions about participating whole life insurance (par). Which dividend scale is appropriate…

closer look at participating whole life insurance
Market insights

Take a closer look at participating whole life insurance

The strength of Sun Life’s participating account is its investment philosophy

  • By: Sun Life
  • June 5, 2018 September 20, 2018
  • 00:00
Professional digital equipment recording video blog of businesswoman, online business coach making presentation for website, filming popular vlog or master class for videoblog channel, focus on camera
Practice Advice

How to use video marketing to grow your business

If you’re not using video to market yourself, you’re missing a big opportunity. Here’s how you can avoid being left behind.

  • By: Sun Life
  • May 10, 2018 September 20, 2018
  • 00:00

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

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

What happens when the holder of a TFSA dies?

Think you know all there is to know about the TFSA? You might be surprised.

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

Retirement income: How to get your clients their best withdrawal rates

François Bernier, Director, Advanced Planning, with Sun Life Financial, shares his insights on this topic.

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

Planning for retirement amid persistent inflation

Adjusting investment portfolios, reviewing government benefits and paying down debt are all potential strategies for retirees

Real estate board reports Metro Vancouver’s Q2 commercial sales strongest since 2017

The boost in activity mirrored the sector's strong start in the first quarter

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.

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…

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

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…