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Retirement

No matter what life stage
clients are in, now is the time
to help them prepare for retirement.

With us, you can own the client retirement journey and provide them with a personalized experience.
Leverage thought leadership, tools, business ideas, product solutions, and practice management support. 

 

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Estate Planning 

Being prepared is important at every life stage. Settling an estate can be costly,
both emotionally and financially.

For sharing with clients:

Products to Consider


  • Tools & Calculators

   


  • Strategies

   

Saving & Growing Assets 

It's never too early or too late.

For sharing with clients:

Products to Consider


  • Tools & Calculators

   


  • Strategies

   

Transitioning to Retirement

Start the retirement conversation today.

For sharing with clients:

Products to Consider


  • Tools & Calculators

   


  • Strategies

   

Covering Fixed Costs in Retirement 

Clients will need guaranteed income.

For sharing with clients:

Products to Consider


  • Tools & Calculators

   


  • Strategies

   

Funding a Retirement Lifestyle

Every client's goals are different.

For sharing with clients: 

Products to Consider


  • Tools & Calculators

   


  • Strategies

   
 

Sun Life Consulting

We help. You grow.
 

Gain access to Sun Life Consulting's ready-to-go practice management programs, premier resources and comprehensive toolkits to help you plan, prepare and grow your business.

Learn more about Sun Life Consulting by completing the form below.

  
 
Our Wealth Sales Team is here to help.

For more information about estate planning, our retirement solutions, tools and resources or practice management, enter your information below. We will contact you within two business days. 

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SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund’s prospectus. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Sun Life Assurance Company of Canada is the issuer of accumulation annuities (insurance GICs), payout annuities and individual variable annuity contracts (segregated fund contracts). Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Sun Life Financial Trust Inc. is the issuer of guaranteed investment certificates.

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. all of which are members of the Sun Life group of companies.