Insight and thought leadership
Sun Life Financial invests in proprietary research to provide you with insight into Canada's evolving lifestyle and financial landscape. Armed with a better understanding of market and consumer behaviours, you can anticipate your clients' needs and help them plan to achieve their financial goals.
- Oath video series
- Bright moments
- In brief video series
- Canadian market research
Sun Life Retirement Now
The findings in the Sun Life Retirement Now Special Report1 provide you with a balanced, insightful view of the evolving state of retirement in Canada that is specifically focused on the mid-market - those with $100K to $500K of investable assets.
1 The online survey was conducted conducted by Ipsos Reid between December 15 and 23, 2015. The study's sample included 522 mid-market working Canadians and 590 mid-market retired Canadians (both of whom have between $100,000 and $500,000 in investable assets).
Sun Life Canadian Unretirement Index
Gain insights and explore the outlooks and behaviours of working Canadians between the ages of 30 and 65. The term "unretirement" reflects the growing trend away from early retirement and working past the traditional retirement age of 65.
Generation X - Special Report
Are you looking to expand your business outside of the boomer demographic? Generation Xers need your advice to reach their financial and retirement goals. This report digs deeper into insights from the 2015 Sun Life Canadian Unretirement Index, focusing on Gen Xers with investable assets from $100,000 to $500,000 - and opportunities for you.
Boomers are ready - infographic
This infographic shows that boomers have great expectations for retirement, but many aren't taking enough action to achieve their goals. Boomers are ready to build on their foundation - see how you can help them get ready for retirement.
Boomers: The core of your business - infographic
In this infographic, you'll see that boomers have a good foundation for retirement, but many still don't have a plan and are worried about running out of money. It's a story about the need for your advice to help them reach their financial and retirement goals.
- Sun Life Financial Bright Papers
As part of Sun Life Financial's business objective to improve the customer journey, we look for ways to make it easier for advisors to educate clients about their finances, help provide the right solutions and plan for their vision of retirement. Bright Papers provide a fresh perspective on emerging trends and topics.
Loss aversion and client portfolios: Strategies for addressing a powerful bias
One of the most significant tendencies clients have when investing is called "loss aversion" - a strong desire to avoid loss - that could have negative impacts on retirement plans. The good news is: there are several strategies you can use to manage the impact of loss aversion.
Running on Empty: Are we facing a longevity crisis in Canada?
Many Canadians are now reaching their 90s. Many of your clients will likely live longer than their parents.
The trend of a longer life expectancy in Canada will affect your business. That's because your clients' plans need to take into consideration a retirement that could last 20 or 30 years - or more.
Life insurance for the wealthy: the myth-busting benefits
A lot of clients believe an old myth about life insurance: the wealthier you are, the less you need insurance. Like many other generally accepted "truths", this one appears logical on its surface. But dig down a little deeper and you'll find a different story.
- Industry white papers
Life insurance and high net worth Canadians: An eye-opening opportunity
To better understand the high net worth (HNW) client profile, Sun Life Financial asked Ipsos to conduct a study of HNW Canadians (with a minimum of $1 million in investable assets, many of whom are business owners). The research, completed in January 2016, reveals a financial literacy gap among the HNW segment. Kevin Press' research paper, "Life insurance and high net worth Canadians: An eye-opening opportunity" explores this gap and concludes that there is a significant opportunity for advisors to help HNW clients connect their financial planning goals with insurance product attributes.Life Insurance as an Asset Class
This research paper examines the merits of permanent life insurance as an alternative asset class. Though known more for its estate planning benefits than as an investment tool, permanent life insurance is attracting attention among investors looking to improve the return or reduce the risk of the fixed-income portion of their investment portfolio.Life insurance for the wealthy: the myth-busting benefits
A lot of clients believe an old myth about life insurance: the wealthier you are, the less you need insurance. Like many other generally accepted "truths", this one appears logical on its surface. But dig down a little deeper and you'll find a different story.5 things advisors often don't tell wealthy clients
Our new 2015 whitepaper, "5 things advisors often don't tell wealthy clients" is now available! Building upon our efforts to help bust the myths about insurance, this new whitepaper is an effective way to start conversations and reinforce the benefits insurance solutions can have for wealthy clients.