You’re a guardian, a protector — someone who understands the importance of family. You help clients make financial decisions that go beyond where and how…
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There’s an opportunity to look at CII as key person insurance and a retirement benefit for employees and business owners.
There’s an opportunity to help retirees make debt management a short-term priority
Find out why it’s important to connect with female clients and the female partners of your male clients, and how to get started.
The 2018 federal budget highlights pharmacare, gender pay equity, additional parent support, and more.
In honour of International Women’s Day on March 8, discover how Canadian women feel about retirement planning.
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…
It’s registered retirement savings plan (RRSP) season and that means many clients will be thinking about making their contribution by the March deadline.
Accelerating global growth and another year of solid corporate earnings could give equity markets room to rally in 2018.
Find out if you should be worried about what concerns top advisors the most – and the least
Think you know all there is to know about the TFSA? You might be surprised.
Consider guarantees to close the lifetime retirement income gap
A recap of the major changes that came into play in 2017.
Embrace the change and build on trust
Women face more challenges in saving and investing for a secure future than men.
Adapt to changes in the financial services industry.
To help Clients understand the benefits of UL insurance and the role it can play in their financial plan.
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…
Top advisors typically keep these six questions in mind as they help clients make an informed decision about Participating whole life insurance (par).
Many emerging market companies are as sound as any Canadian business
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:…
François Bernier, Director, Advanced Planning, with Sun Life Financial, shares his insights on this topic.
Planning for Client incapacity – it’s worth your time
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…
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…
Adjusting investment portfolios, reviewing government benefits and paying down debt are all potential strategies for retirees
The boost in activity mirrored the sector's strong start in the first quarter
The case study shows how one advisor puts different elements of a CRM system into action in a typical morning.
Help prospects understand your services faster
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…
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…
What kind of legacy will you leave behind? How will you be remembered?
Jean Turcotte - Director, Tax, Wealth and Insurance Planning Group with Sun Life, has some advice on how to practically assist Clients who are going…
In this second part of two articles, we’ll look at fourth option for transferring an RRSP at death, and how you can help.
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…
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…
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…