October 27th, 2020 from 2:00 PM – 3:30 PM EDT

Are your Clients worried about having enough income in retirement? Assessing risks and developing a strategy could be the key in meeting their income needs. 

Join us on October 27th for the Advanced Retirement Income Planning follow-up session, hosted by Justin Ezekiel. Listen to an in-depth case study analysis that could help you uncover your Clients' retirement income needs. 

 

You will also learn:

  • Strategies for effective retirement income planning

  • Factors around delaying or taking early CPP/QPP benefits

  • How to apply key retirement income concepts in different situations

  • About tax considerations and how they could apply to your Client’s specific needs

 

 

For an optimal experience, please use Chrome, Firefox, or Edge.

 

  COMPLETE REGISTRATION BELOW 

FOR ADVISOR USE ONLY. This webcast is intended for an advisor audience only and may not be suitable for retail investors. Distribution or reproduction without prior permission from SLGI Asset Management Inc. is prohibited.  

Continuing education credits are pending approval. Investment professional use only.  

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Investors should read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.  

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.  

SLGI Asset Management Inc, is the investment manager of the Sun Life Mutual funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs).  

© SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors, 2020. SLGI Asset Management Inc. and Sun Life Assurance Company of Canada are members of the Sun Life group of companies. All rights reserved.  

We use cookies in our websites and commercial electronic communications to help us better understand how recipients are consuming content, to improve our communications with you, and provide you with relevant content. Sun Life Global Investments may still contact you via email for non-marketing related matters such as plan/policy/transaction/contract details when placing business. If you do not wish to allow the use of cookies, you can clear your stored cookies via your browser preferences on your computer. To learn more about cookies and how to clear cookies from Sun Life, read our online privacy statement.