RETIREMENT RESOURCE CENTRE
New from Sun Life
5 questions top advisors ask about UL for private corporations
The elevator pitch: how to make your audience the hero of the storyFrom Advisor.ca
Help an elderly woman get her estate in order
Decoding your clientsIn case you missed it from Sun Life
Industry insights
Helping women reach their retirement goals
Women face more challenges in saving and investing for a secure future than men.
Life events
Client incapacity – are you prepared?
Planning for Client incapacity – it’s worth your time.
Market insights
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.
Practice advice
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 to launch your seminar today!
Industry insight
Ignoring business disruption doesn’t make it go away
Adapt to changes in the financial services industry.
Podcasts
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 at Sun Life discuss ways that advisors can build trust and deliver the advice clients need
Industry insights
Your clients need your trusted advice – now
Amélie Laferriere, Director, Wealth Sales, Sun Life, discusses why clients need your help to secure their legacy – sooner than later.
Podcasts
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, and Wayne Miller, AVP of Strategic Business Development discuss disruption
Tax and Estate planning
Are your clients investing with their legacy in mind?
What kind of legacy will you leave behind? How will you be remembered?
Podcasts
Client segmentation: what it is and why you should start
Amal Masri, Senior Business Development Manager and Emile McLean, Director of Strategic Business Development share their tips for doing client segmentation properly.
Industry insights
Clients need your help to protect and pass on their legacy – their way
Kirk McMillan, Regional Vice-President, Wealth Distribution, Sun Life Financial, discusses the Great Intergenerational Wealth Transfer and the risks facing your boomer clients.
Insurance
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 straightforward way to calculate term insurance need.
Practice advice
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 winning tips make it easy to get started.
Insurance
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).
Industry insights
5 CRM features that’ll improve your business
CRM tools are the most effective way of managing all aspects of your advisor business – in many cases, through a simple app on your phone.
Market insights
Mining the niche – segmenting your business for success
Dale Lamb has worked as a leading financial advisor for Sun Life Financial in Kelowna, BC, for almost 25 years. We talked with Dale recently about the growth of his practice and serving the needs of current and former NHL hockey players.
Insurance
When to choose corporate-owned life insurance – without a cash value
Many business owners need permanent insurance protection, but don’t need or want the tax-sheltered cash value growth.
Tax and Estate planning
Five financial and tax considerations for a divorce or dissolution of a common law relationship
Jean Turcotte has some advice on how to practically assist Clients who are going through a divorce or dissolution of a common law relationship.
Practice advice
Building your succession plan: 4 tips for success
You’ve helped many clients plan their business succession – but have you thought about your own? Consider these planning tips for success.
Industry insights
Four steps to better life balance – and female advisor success
The Japanese concept of “ikigai” could be helpful in finding the balance you need to thrive personally and professionally.
Insurance
Are you overlooking life insurance as an asset class?
Permanent life insurance – an asset class that can play a number of roles in a client portfolio.
Tax and Estate planning
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.
Tax and Estate planning
Minimizing tax at death on RRSP – Part 1
In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.
Industry insights
Great news about TFSAs for your clients’ savings
Jeffrey Waugh, Director, Wealth and Insurance Tax Solutions, Individual Insurance and Wealth, Sun Life Financial, discusses the new contribution limit for the TFSA and its tax advantages.
Tax and Estate planning
Persons with disabilities: strategies for optimizing wealth transfers
A look at the options you can suggest to clients to ensure a smooth transfer of wealth
Video - A legacy is much more than a will
Don’t be passive about Canada’s new passive income rules