Advanced Retirement Income Planning (ARIP)

Uncovering your Clients' needs.

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.

Resources for Advisors

Not for distribution to Investors

How retirement lifestyle planning can help grow your business
How to use Retirement Lifestyle Planning to turn prospects into clients

Resources for your Clients

Retiring entrepreneurs: Four emotional issues business owners may face
Why does retirement look different for women?
Beyond the job: Find your relevance in retirement
How do you know if you’re ready for retirement?

Resources for your Clients

Cash wedge strategy

Build RRIFs with purpose

Seg funds cost more than mutual funds. Why?

Retirement Income and Growth Strategy

Health in retirement: why staying socially connected matters

Should you consider delaying your CPP benefits?

Defined Contribution Pension Plan options 

Defined Benefit Pension Plan options 

Factors that can affect retirement outcome

Transfer of a foreign retirement plan into a Canadian RRSP

Making the most of your registered plans in retirement

Resources for Advisors

Not for distribution to Investors

A Portfolio Investment Solution: Considerations for your Corporate Clients

Uncovering your Clients' needs

Quick reference tax card

Provincial Tax Rates

Sun Life MFS Funds

Sun Life MFS Diversified Income Fund

Navigating investment and income solutions 

RPP to annuity transfer guide 

Unlocking the potential of locked-in accounts

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?