Webcast | Ideas For Uncertain Times

Webcast Replay


 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.




   •  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