Legacy needs

Leaving a legacy means different things to different clients. Perhaps they want to provide a financial gift to loved ones or a favourite charity. Maybe they'd like to be remembered for the memories they created with those around them.

Here are some tools to get you started:

  • Money for Life - Legacy needs course (CE accredited)
    Take a look at the latest Canadian figures pertaining to debt levels, final expenses and legacy goals. A better understanding of how Canadians feel about legacy planning (or leaving a legacy at all) can help you connect with clients to discuss how they want to be remembered. This course is part of a 6-part series that takes a deep dive into each of the 5 needs-based conversations, plus a general overview to get started. Uncover Canadian sentiments, the benefits of having needs-based conversations for you and your clients, and the solutions available to address their needs. To access the course:
    • Click on the Insights section.
    Don't have access? Register now. In order to register, you must have placed business with Sun Life Financial in the past.
  • Planned giving - A guide for clients - 810-1901
    (20 page guide)
    Provides clients with a thorough summary of the various forms of giving by individuals, including tax incentives which encourage charitable giving.

Products that work best to satisfy these needs:

Products that help clients create memories today or give gifts to loved ones:

  • Payout annuity
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Questions?

Have questions about how legacy fits in the Money for Life conversation? Talk to your Sun Life Sales Director.