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 |
|
Summary of applicable VRSP information for advisors |
|
Detailed description of the Sun Life Financial VRSP |
|
Frequently asked questions about VRSPs Answers to the questions most frequently asked on VRSPs |
|
Collection of helpful information about Sun Life group retirement plans |
|
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 |
|
Sample letter that you can use when approaching potential clients |
|
Presentation for potential clients explaining how the plan works |