Individual Asset Transfer

Selecting investments that optimize risk and return can be challenging, but participating life insurance can complement a client’s broader asset portfolio. It allows clients to diversify their asset base, assists in lowering overall volatility and produces comparable asset values while living. With predictable and fair returns, guarantees, tax efficiency and loan privileges, clients don’t have to compromise the liquidity and flexibility they are used to from their traditional investments. Help a client with a sound and low-maintenance solution to some of the common objections traditional investments can pose.

Education and Training

printable copy: Guide

Seminar: Examines how participating whole life insurance can complement a client's asset portfolio and help them create a diversified, stable pool of assets without sacrificing long-term returns or cash accessibility. Participating whole life insurance from Sun Life Financial can provide a sound and low-maintenance solution to some of the common objections traditional investments can pose. This seminar is available from your Regional Sales Director. Contact your Individual sales support team for details.

Material for your client

Sales strategy sheets