Manage Uncertainty

Help Clients manage uncertainty during volatile markets with solutions that help solve for more dimensions of risk. Resources are available to support you.

Ideas for Uncertain Times Webcast

In this webcast recorded on June 11, 2020, learn about ideas that can help manage Client uncertainty.  Advisor use only.
58 minutes.
To qualify for CE Credits, please register for the webcast here.

Intergenerational wealth planning

Video clips

Each webcast chapter is also available as a video clip. Advisor use only.

Intergenerational wealth planning

Harvest capital losses to capture tax advantages in a down market.
16 minutes.

Engaging the female market

Implement a cash wedge strategy to help steady retirement income in times of volatility.
10 minutes.

Intergenerational wealth planning

Learn about the power of using a GIF contract with a RRIF registration type to help solve for key retirement risks.
10 minutes.

Engaging the female market

Harness the convenience of Sun Life GIFs' DCA Fund to help Clients build savings and manage market fluctuations.
4 minutes.

Connecting with female Clients

Are Clients' wealth documents in order? Learn about the documentation that should be up-to-date.
4 minutes.

The Covid-19 pandemic is a source of financial stress for many Clients, but it's also an opportunity for you to demonstrate your value. If you have questions about the ideas presented here, please contact your Wealth Sales Team.