First image is an advisor talking with a mature couple, second image is a woman framing a business landscape with her fingers, third image is a mature couple hugging and smiling

Clients need your help to pass on their legacy, their way.

Help Clients avoid family quarrels over their estate.

Work with them to make a plan now that captures their vision for the next generation.

Make time. It's a conversation worth having.

Your Life. Your Legacy. Your Way.

Send this video to get Clients thinking about their legacy


Intergenerational wealth planning

Intergenerational wealth planning playlist (4 videos)

Engaging the female market

Engaging the female market

Connecting with female Clients

Connecting with female Clients

Sun Life GIFs resources

   Sun Life GIFs – Simplifying family dynamics with the legacy settlement option

Wills can be complex and complicated. Learn about the legacy settlement option with Sun Life Guaranteed Investment Funds (GIFs).

   Sun GIF Solutions – Cost of settling an estate

Understand the emotional and financial cost of settling an estate and how Sun GIF Solutions can help mitigate these costs.

   Sun GIF Solutions – Estate Series sell sheet

Learn how Sun GIF Solutions Estate Series can help form part of Clients' legacy plan.

Don’t miss this opportunity

Let’s talk about growing your business with legacy planning