Preparing for retirement can be complicated and raises many questions. Don't miss our virtual event series for answers to these complicated questions and more.
Part 1: Strategic decumulation – How to manage income for your clients in retirement
Join Lori Clements, Director, Tax and Estate Planning, as she discusses income layering solutions in retirement to help Clients maximize their retirement income opportunities.
See case studies to help illustrate how Sun Life Products can help Clients meet those goals.
1.5 hours
Eligible for CE credits
Event recorded Sept 8, 2022
Part 2 : Salary vs. dividends - understand the tax implications
Join Lori Clements, Director, Tax and Estate Planning, as she discusses the nuances between salary vs dividend income for the business owner and the potential implications for their retirement. Learn some key considerations when helping Clients structure their retirement income for unique situations, including investing within and outside of a corporation.
Various case studies will help to illustrate typical client scenarios and their potential outcomes.
1 hour
Eligible for CE Credits
Event recorded September 22, 2022
Our product suite
Multi-product conversations to meet Clients' needs and solve for the risks they face are not easy. Sun Life Global Investments' broad, comprehensive product suite can help.
Watch to learn more.
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, 2021. SLGI Asset Management Inc. and Sun Life Assurance Company of Canada are members of the Sun Life group of companies. All rights reserved.