Voluntary Retirement Savings Plan (VRSP)

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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.

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 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
SME: Everybody needs a plan... for retirement!
VRSP Presentation: Presentation for potential clients explaining how the plan works

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