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