Keyword: Sun Life expert opinions

43 results found

Rocco Taglioni, SVP, Sun Life Financial, discusses wealth management strategies during the RRSP season through growth, income and protection lenses.

Rocco Taglioni, SVP, Sun Life Financial, discusses using the annual RRSP “frenzy” to start long-term wealth discussions.

Rocco Taglioni, SVP, Sun Life Financial, discusses how in a world of change, it can pay to test your assumptions

Rocco Taglioni, SVP, Sun Life Financial, discusses the increasing interest in segregated fund products and the potential education gap.

Sun Life Financial completes its 3-part series on Generation X, looking at ways you can attract more Gen X clients to your business.

Sun Life Financial continues its three-part series on Generation X – Part II looks at how they compare to boomers, and why it matters to you.

Sun Life Financial starts a three-part series on Gen X – who they are, what they want and how you can help them while building your business.

Sun Life Financial leaders describe new segregated fund products and how they can help Canadians with their savings and retirement planning.

Rocco Taglioni, SVP, Sun Life Financial, discusses three strategies to manage future health and personal care costs.

Help your clients pay less tax by working with them to plan how they’ll draw money from their retirement savings. When you do, it’s important to show that the accumulation and income phases complement each other and don’t exist separately.