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Health insurance and retirement planning

Health insurance and retirement planning

Retirement planning is about more than replacing income. Many Canadians are surprised to learn that expenses such as dental care, vision care, hearing aids, prescription drugs and home care may not be fully covered in retirement.

As Canadians live longer, planning for future health-care costs is becoming an important part of building a retirement strategy that can stand the test of time.

Have you considered how health-related expenses may fit into your retirement plan?

https://www.investmentexecutive.com/news/product/health-insurance-and-retirement-planning-2/?oly_enc_id=9907H7411278F4D
How to create a budget

How to create a budget

The holidays are just around the corner, and so are the expenses that come with them.

Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.

Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Personal health insurance

Personal health insurance

Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like prescription drugs, dental care, vision care and more, giving you added peace of mind when provincial coverage doesn't cover it all.

Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Gen Z life insurance coverage nearly doubles: survey

Gen Z life insurance coverage nearly doubles: survey

More young Canadians are recognizing the importance of financial protection.

A recent survey found life insurance coverage among Gen Z Canadians increased from 30% to 58% in just one year. As more Canadians reach milestones like homeownership, starting a family and building their future, conversations about protecting what matters most are becoming a priority. https://www.investmentexecutive.com/news/gen-z-life-insurance-coverage-nearly-doubles-survey/

If you've experienced a major life change recently, now may be a good time to review your financial strategy and make sure it reflects your goals and the people who count on you. Get in touch to chat.
Universal Life Insurance

Universal Life Insurance

Life changes, and your financial goals may change too. See how universal life insurance may offer coverage for life, flexible payments and a way to build savings over time.

Could universal life insurance fit your needs? Let’s connect. https://advisor.sunlife.ca/antonina.burke
Growing families need smart savings strategies

Growing families need smart savings strategies

A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education…it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most. Let's chat about options that will work for you. https://advisor.sunlife.ca/antonina.burke

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.