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Are you overlooking a powerful tool in your financial strategy?
Life insurance can serve purposes beyond income replacement in the event of death.
Did you know that life insurance can also help protect your net worth from taxes and market risk?
Join me for a free webinar where I will break down how life insurance can help protect your net worth so you can Bank on Yourself.
Seats are limited. Register at the link below.
https://sunlife-ca.zoom.us/webinar/register/WN_1oWNTMMXSXSaq9hr1AN4IQ
Unable to attend but interested in learning more?
Call or email me to book some time.
For more information contact
Mike Butean,BEng,CCS
Advisor , Sun Life
647-569-3799
Appointment Booking link: https://bit.ly/3fYCpjQ
Life's brighter under the sun
https://advisor.sunlife.ca/mike.butean/
https://advisor.sunlife.ca/mike.butean/
Please don't forget to register and here is the registration link:
https://sunlife-ca.zoom.us/webinar/register/WN_1oWNTMMXSXSaq9hr1AN4IQ
https://advisor.sunlife.ca/mike.butean/
Happy New Year to you and yours!
https://advisor.sunlife.ca/mike.butean/
SMART goals
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/mike.butean
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/mike.butean
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/mike.butean
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/mike.butean
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/mike.butean
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.