FOR ADVISORS ONLY
Webcast | Ideas For Uncertain Times
Webcast Replay
Presenters:
Michelle Connolly, Director, Tax and Estate Planning, Sun Life
Michael Brown, Wealth Sales Director, Sun Life
These are uncertain times. The markets have changed dramatically with the Covid-19 pandemic. In addition to clients worrying about their physical well-being, they may have concerns about their financial future. They need your help. Join us for this hour-long session where we’ll provide sales ideas for these uncertain times. We’re here for you.
AGENDA
• Three tax and wealth transfer topics that may create value
• Help manage volatility using a cash-wedge strategy
• The power of a guaranteed investment fund (GIF) in a RRIF
• Harness the convenience of a dollar-cost-average (DCA) program