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Top Six Client Questions

Top Six Client Questions

Check out this new resource I found!

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Crystal Balls and Spreadsheets

Crystal Balls and Spreadsheets

Boost your knowledge with this helpful article.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
How do I get the right personal health insurance?

How do I get the right personal health insurance?

Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.

Learn more in this article.
Investing in Your Child's Future

Investing in Your Child's Future

Life insurance can play a crucial role in securing your family's financial future.

Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc. and Senior Vice-President, Retail Advice & Solutions, shares her insights on this important topic.
https://www.linkedin.com/pulse/investing-your-childs-future-leader-voice-rowena-chan-tffgc/?trackingId=vZc%2FaofzRIu148CIyccmFg%3D%3D

Discover how life insurance fits into your financial roadmap. Have questions? Reach out to discuss your unique needs.
How important is timing entry into the market when investing your money?

How important is timing entry into the market when investing your money?

Need content to better understand the financial landscape? I have valuable resources for you.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Emerging markets return to favour

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Did you know many families would face significant financial challenges if they suddenly lost their primary wage earner? Don't let your loved ones be caught unprepared. Ensure your family's financial security with proper life insurance coverage. Give yourself and your family peace of mind. Let's connect to review your #lifeinsurance plan because when it comes to your family's future, it's better to be safe than sorry.

#FinancialProtection #FamilySecurity #LifeInsuranceAwarenessMonth
Life is full of surprises, both good and bad. This September, take a moment to consider if your life insurance policy meets your current needs. [I/we] can help you plan for whatever life brings. Email or call to set up your next appointment today.

#LifeInsuranceAwarenessMonth

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.