Today’s uncertain markets and rock bottom interest rates make it challenging to create an adequate retirement income stream. Help your Clients who may be unsure about how to transition to and structure their retirement income. Assess risks and provide recommendations to help.

Sun Life Global Investments webcast Advanced Retirement income planning with Daryl Diamond, CFP, CLU, Ch.F.C

Advanced Retirement Income Planning Part 1

In this webcast recorded on September 24, 2020, learn about retirement income planning steps to help with your Client retirement conversations.

2 hours

To qualify for CE Credits, please register for the webcast

Sun Life Global Investments webcast Advanced Retirement Income Planning Part 2 Uncovering your Clients' needs - For advisor use only

Advanced Retirement Income Planning Part 2

In this webcast recorded on October 27, 2020, further understand the retirement income conversation through several case studies.

1.5 hours

To qualify for CE Credits, please register for the webcast

Our products solve for more dimensions of risk

Questions your clients may ask:

  • Market - Am I exposed to volatile markets?
  • Inflation - Can my savings outgrow inflation?
  • Mortality - Are my heirs protected?
  • Longevity - Will I outlive my savings?

Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc.

SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs). Sun Life Financial Trust Inc. is the issuer of Sun GIC Max and Guaranteed Investment Certificates.

© SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors, 2020. SLGI Asset Management Inc. and Sun Life Assurance Company of Canada are members of the Sun Life group of companies. All rights reserved.