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.
To help Clients understand the benefits of UL insurance and the role it can play in their financial plan.
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…
Top advisors typically keep these six questions in mind as they help clients make an informed decision about Participating whole life insurance (par).
Many business owners need permanent insurance protection, but don’t need or want the tax-sheltered cash value growth.
Permanent life insurance – an asset class that can play a number of roles in a client portfolio.
Answering important client questions & explaining financial strategies
Shielding savings and keeping clients on the right financial track
The guideline includes eight principles
We’ve taken a client-first approach to enhancing Sun Critical Illness Insurance. Now’s a great time to talk to clients about critical illness coverage.
Participating whole life and universal life insurance are not an either/or proposition. Each has its strengths — and its niche.
Talk with client about financial protection and being prepared for unexecpted situtionals.
Being diagnosed with a critical illness during retirement could have a serious impact on clients’ retirement savings and income plans.
The benefits of critical illness insurance (CII) have never been more significant and noteworthy.
Whether they know it or not, wealthy clients can benefit from life insurance – especially a quicker paid-up option. Show them how.
The strategy continues to be relevant as an alternative to fixed-income investments
It’s time to shine light on the benefits of universal life insurance today.
It starts with a strong strategy – well before a business owner’s passing.
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.
Why 2017 is a great time to re-think Universal Life
Coming soon, Sun Life Financial will introduce a new suite of life insurance products to comply with new tax rules and give you the enhancements…
Tax changes for life insurance are coming soon. Act now to help clients’ life insurance policies be issued under 2016 tax rules.
Find out how a life insurance policy can increase the after-tax value of a business owner’s estate.
What you need to know to protect the grandfathered status of clients’ existing life insurance policies.
Questions and answers about the ‘safe money’ approach.
A record number of Canadians are surviving their cancer diagnosis, and many are struggling to manage the expenses.