Planning for retirement amid persistent inflation
Adjusting investment portfolios, reviewing government benefits and paying down debt are all potential strategies for retirees
Top Stories in Sun Life retirement
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
- By: The Canadian Press
- October 29, 2021 October 29, 2021
- 15:17
Embrace your key competitive advantage: trust
Embrace the change and build on trust
- By: Wayne Miller
- January 24, 2020 January 24, 2020
- 11:00
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
Client incapacity – are you prepared?
Planning for Client incapacity – it’s worth your time
- By: Samara Charters, Senior Manager, Strategic Business Development, Sun Life Financial
- December 13, 2019 December 13, 2019
- 11:00
The elevator pitch: how to make your audience the hero of the story
Help prospects understand your services faster
- By: Amal Masri, Director, Strategic Business Development – Practice Management, Sun Life
- December 9, 2019 December 9, 2019
- 11:00
Helping women reach their retirement goals
Women face more challenges in saving and investing for a secure future than men.
- By: Chantal McNeily, Wealth Sales Director, Sun Life Financial
- November 7, 2019 November 22, 2019
- 10:00
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…
- By: Jillian Farrow & Wayne Miller, Sun Life
- October 16, 2019 February 12, 2020
- 09:00
Ignoring business disruption doesn’t make it go away
Adapt to changes in the financial services industry.
- By: Wayne Miller
- October 10, 2019 October 1, 2019
- 10:00
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.
- By: Emile McLean, Director, Strategic Business Development, Sun Life Financial
- October 1, 2019 October 1, 2019
- 10:00
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…
- By: Jillian Farrow & Wayne Miller, Sun Life
- September 25, 2019 September 20, 2019
- 09:00
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…
- By: Jillian Farrow & Wayne Miller, Sun Life
- September 18, 2019 September 18, 2019
- 09:00
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.
- By: Amélie Laferriere, Director, Wealth Sales, Sun Life
- September 12, 2019 September 12, 2019
- 13:00
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
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.
- By: Sun Life
- May 3, 2019 May 3, 2019
- 07:00
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
- By: Amal Masri & Emile McLean, Sun Life
- July 18, 2019 August 1, 2019
- 11:00
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
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
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…
- By: Submitted by: Sun Life Financial
- February 1, 2017 September 27, 2018
- 00:00
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
Personal debt is threatening retirement plans
Consumer debt in Canada stands at $574 billion, and debt reduction remains Canadians’ top financial priority. The trouble is, when you have debt, saving for…
- By: Submitted by: Sun Life Financial
- April 1, 2016 September 26, 2018
- 00:03
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…
- By: Sun Life
- June 6, 2019 June 10, 2019
- 07:00
Emerging Markets: How to weather market volatility
PM Christine Tan discusses volatility, resilience and allocations
- December 5, 2018 December 5, 2018
- 00:37
Are Canadians really ready to retire?
When it comes to retirement, how are we doing? Find out how Canadians answered questions about retirement expectations, income and plans
- September 4, 2018 September 20, 2018
- 12:08
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
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.
- By: Sun Life
- April 11, 2019 May 8, 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…
- By: Jean Turcotte, Sun Life Financial
- April 15, 2019 April 15, 2019
- 07:00
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
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.
- By: Kirk McMillan, Regional Vice-President, Wealth Distribution, Sun Life Financial
- July 11, 2019 July 11, 2019
- 08:30
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…
- By: Emile McLean, Director, Strategic Business Development, Sun Life Financial
- May 9, 2019 May 9, 2019
- 07:00
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.
- By: Chantal McNeily, Wealth Sales Director, Sun Life Financial
- March 6, 2019 May 8, 2019
- 00:10