Tools for advisors

Here you will find information about all the resources available to help you learn about VRSPs, get the conversation started with small business owners, and present the group retirement solutions that best meet their business needs.

Ready to take action?

1-855-362-30864
SmallBusinessSavings@sunlife.com

> Online VRSP application

Reference tools

VRSP Advisor Guide

Summary of applicable VRSP information for advisors
 

VRSP Fact Sheet

Detailed description of the Sun Life Financial VRSP

Frequently asked questions about VRSPs

Answers to the questions most frequently asked on VRSPs

Advisor Reference Guide

Collection of helpful information about Sun Life Financial group retirement plans

Plan types

Quick reference on the various types of savings plans and their advantages

Prospecting tools

Brochure – Your plan in 5 questions

Summary of questions to ask a client who is interested in setting up a retirement plan

Brochure – Ready... set... VRSP!

Explanatory guide for employers on how VRSPs work

Prospecting letter

Sample letter that you can use when approaching potential clients

VRSP Presentation

Presentation for potential clients explaining how the plan works