Another year is coming to a close. We’ve covered a number of popular topics in 2016, from Brexit to the upcoming tax changes, to the value of advice with Money for Life. Here’s a look back at the most-read articles, most-viewed video and most popular e-book of the year. Check out any you might have missed.
Most-read expert opinion
In this article, Dean Chambers, Vice-President, Individual Insurance, Sun Life Financial, discusses changes to tax rules in 2017, how they’ll affect clients’ life insurance and why it’s a good time for you to connect with clients.
Most-read case study
Jennifer Poon, Director, Tax and Estate Planning, and Jeffrey Waugh, Director – Tax, Wealth & Insurance Planning Group, Sun Life Financial, look at succession and estate planning in the case of a couple who owns very successful family businesses.
3 most-read articles
On January 1, 2017, new tax rules will apply to life insurance. Policies issued before this date will be grandfathered under the current rules. Here’s what you need to know to protect the grandfathered status of clients’ existing life insurance policies.
You may have clients looking to make a donation to a favourite charity as part of their legacy plan. Or maybe you have clients who have never donated before and need ways to minimize taxes on their estate. With the changes to the personal donation tax credits, there are lots of ways clients can fulfill their wishes and take advantage of these credits — both in 2016 and in the future.
Consumer debt in Canada is high, and debt reduction remains Canadians’ top financial priority. The trouble is, when clients have debt, saving for retirement becomes a lower priority. This article looks at how debt affects clients at each life stage and how you can have conversations about their debt realities and help them plan to retire their way.
Words of wisdom from today’s retirees
Everyday Canadian retirees were asked to provide their advice for a happy and successful retirement, as well as their perspective on the findings in the Retirement Now Special Report.
Most popular e-book
The In the spotlight: Guaranteed income e-book is a collection of some of our most insightful articles and expert opinions, along with our proprietary research, to show how a holistic planning approach including guaranteed income products can help your clients receive income for life – guaranteed.
In 2017, stay tuned for more articles that will provide you with the resources and insights you need to support Canada’s retirement market.
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