Top Stories in Sun Life retirement

Stuart Dollar

How to position critical illness insurance as a retirement benefit

There’s an opportunity to look at CII as key person insurance and a retirement benefit for employees and business owners.

6 tips to retire debt-free

6 tips to help clients save and retire debt-free

There’s an opportunity to help retirees make debt management a short-term priority

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

Why it’s important to connect with female clients

Find out why it’s important to connect with female clients and the female partners of your male clients, and how to get started.

  • March 8, 2018 March 6, 2020
  • 00:05
Startup business partners working together in desktop

What you need to know about the federal budget

The 2018 federal budget highlights pharmacare, gender pay equity, additional parent support, and more.

  • By: Sun Life
  • March 6, 2018 September 10, 2018
  • 16:36
Young business woman working at desk typing on a laptop in office and drinking coffee.

What you may (or may not) know about your female clients

In honour of International Women’s Day on March 8, discover how Canadian women feel about retirement planning.

  • By: Sun Life
  • March 1, 2018 September 20, 2018
  • 16:05

New year brings new opportunities for UL

In this article, Dean Chambers discusses how a universal life insurance policy can be structured to offer your clients maximum flexibility, lifetime protection and tax-preferred…

Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

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

Outlook 2018

Accelerating global growth and another year of solid corporate earnings could give equity markets room to rally in 2018.

Business Team Meeting Discussion Connection

In the next 5 years, what will have the biggest impact on the value of your advice?

Find out if you should be worried about what concerns top advisors the most – and the least

  • By: Sun Life
  • January 2, 2018 October 31, 2019
  • 00:52
Young business woman suffering stress working at office computer

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

Reduce retirement anxiety

Consider guarantees to close the lifetime retirement income gap

  • By: Jim Lyons
  • December 7, 2017 October 11, 2018
  • 00:00
Businessman Holding coffee thinking

2017 – a year of change, a year of opportunity

A recap of the major changes that came into play in 2017.

  • By: Sun Life
  • December 1, 2017 October 1, 2018
  • 08:57

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

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…