Beware of Brand Impersonation Emails and Phone Calls: Sun Life will never call or email asking for personal, financial or e-transfer information to purchase a GIC or to settle an unclaimed insurance policy.
To better take advantage of tax-loss selling, ideal conditions must be clearly identified. When this is done right, it’s even possible to generate tax alpha with such a strategy.
While having an estate plan is important for clients’ legacies, it’s equally important to ensure that their money ends up in the hands of their intended recipients.
Many Canadian baby boomers are retiring. However, many of them haven’t planned their succession yet. This gap opens up the opportunity for advisors to start discussing this important topic with their Clients.
Your corporate clients may not know Sun Life Guaranteed Investment Funds (GIFs) contracts owned at the corporate level offer several attractive benefits for business owners. GIFs are also known as segregated fund contracts.
Inflation continues to be a main concern to many Canadians. Here are some strategies advisors can use to protect their Clients' retirement savings
Many investors want to grow their capital and achieve steady streams of income. There’s a solution.
Legacy planning represents a great opportunity to help Clients avoid intra-family conflicts, while potentially building inter-generational relationships.
Two of the Sun Life GIFs products, Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF, offer lifetime guaranteed income along with the core elements of a segregated fund contract, such as maturity and death benefit guarantees.
The following story about a middle-aged professional is true and shows that prospective clients could be closer than you think.
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.
