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Top Stories in Sun Life retirement

legacy in mind
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?

  • By: Sun Life
  • September 3, 2019 September 9, 2019
  • 07:00
referral seminar
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…

  • By: Sun Life
  • August 8, 2019 August 8, 2019
  • 10:00
term insurance
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…

  • By: Sun Life
  • August 1, 2019 August 6, 2019
  • 09:00
tips for client segmentation

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

Kirk McMillan
Expert opinions

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.

six questions about par insurance
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).

  • By: Sun Life
  • July 2, 2019 July 2, 2019
  • 08:00
5 tips for video marketing
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…

  • By: Sun Life
  • June 13, 2019 June 14, 2019
  • 07:00
Dale Lamb
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…

  • By: Sun Life
  • June 6, 2019 June 10, 2019
  • 07:00
Emile McLean
Expert opinions

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…

life insurance without cash value
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.

  • By: Sun Life
  • May 3, 2019 May 3, 2019
  • 07:00
Jean Turcotte
Tax and estate planning

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…

4 tips for building succession plan for advisors
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.

  • By: Sun Life
  • April 11, 2019 May 8, 2019
  • 07:00
Insurance as an asset class
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.

  • By: Sun Life
  • March 15, 2019 May 1, 2019
  • 07:00

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

Self-fund, share or transfer? Planning for critical illness

Answering important client questions & explaining financial strategies

  • December 5, 2018 May 1, 2019
  • 00:48

Protecting retirement goals when critical illness strikes

Shielding savings and keeping clients on the right financial track

  • November 5, 2018 May 1, 2019
  • 00:05

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…

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…

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…

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

Client incapacity – are you prepared?

Planning for Client incapacity – it’s worth your time

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…

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

Planning for retirement amid persistent inflation

Adjusting investment portfolios, reviewing government benefits and paying down debt are all potential strategies for retirees

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

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.

Don’t be passive about Canada’s new passive income rules

Change is coming for business owners. Are your clients ready?

  • By: Sun Life
  • February 6, 2019 March 11, 2019
  • 00:10

Protecting What’s Most Important

Understanding human capital as a person’s most valuable asset presents opportunities to deliver more value, think holistically, and improve peace of mind.

  • November 8, 2018 November 8, 2018
  • 00:05

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

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.

  • By: Sun Life
  • January 9, 2019 January 10, 2019
  • 00:15

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

  • By: Sun Life
  • January 9, 2019 January 10, 2019
  • 00:10

Embrace your key competitive advantage: trust

Embrace the change and build on trust

Helping women reach their retirement goals

Women face more challenges in saving and investing for a secure future than men.

Ignoring business disruption doesn’t make it go away

Adapt to changes in the financial services industry.