Embrace your key competitive advantage: trust
Embrace the change and build on trust
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.
Amélie Laferriere, Director, Wealth Sales, Sun Life, discusses why clients need your help to secure their legacy – sooner than later.
Kirk McMillan, Regional Vice-President, Wealth Distribution, Sun Life Financial, discusses the Great Intergenerational Wealth Transfer and the risks facing your boomer clients.
CRM tools are the most effective way of managing all aspects of your advisor business – in many cases, through a simple app on your…
You’ve helped many clients plan their business succession – but have you thought about your own? Consider these planning tips for success.
The Japanese concept of “ikigai” could be helpful in finding the balance you need to thrive personally and professionally.
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 of GIFs for corporate clients.
We talked recently to James Deakin – Assistant Vice President, Insurance Distribution for Sun Life Financial – about permanent insurance trends and the role that…
Strategies to transfer wealth to the next generations.
For as long as I can remember, advisors have been asking two main questions about participating whole life insurance (par). Which dividend scale is appropriate…
There’s an opportunity to look at CII as key person insurance and a retirement benefit for employees and business owners.
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…
Consider guarantees to close the lifetime retirement income gap
Where you spend your time makes a difference in offering the most value to your clients
Patricia Michon gives good reasons for clients to move assets from a RRIF to a life annuity, especially the fixed income portion of their RRIFs.
How barriers are preventing Canadians from financial planning and retirement readiness
To retire comfortably, Canadians may need more options than previous generations. They also need your help.
How universal life insurance can help business owners meet their insurance protection needs and minimize the impact of tax on their business.
You can play a pivotal role if and when change occurs – reassure clients that you’ll be there to help them meet any challenge.
Learn ways to take the lead on an advisory team and expand your centres of influence.
Are your clients sitting on too much cash?
Dean Chambers discusses how the new tax rules create new opportunities for you to help clients take advantage of the benefits of par life insurance.