Advanced Retirement Income Planning

Advanced Retirement Income Planning Roadshow

As the industry goes high-tech, advisors need to be ‘high-touch’

Our annual event is designed to cater to the needs of advisors in the ever-evolving high-tech industry. We understand the importance of maintaining a personal touch in a digital world. We offer valuable insights on working with clients to envision their retirement and staying up-to-date with the latest market trends and economic developments.

Discover how you can differentiate your practice and deepen your client relationships through lifestyle planning. Join us at our event to gain the knowledge and tools you need to thrive in today's fast-paced financial landscape.

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?