Sun Life Offers Value-Added Retirement Income Program
June 29, 2008
The U.S. division of Sun Life Financial has launched a value-added program to help advisors enhance their income planning skills as they prepare to meet the needs of Boomer retirees and pre-retirees.
The “Retirement Blueprint” kit contains materials to assess client needs, customize income plans and cultivate client relationships. It includes multi-media presentations on maximizing Social Security benefits, understanding the IRA rollover process, anticipating medical expenses and demystifying variable annuity living benefits.
AllianceBernstein Business Overview estimates that 96% of clients plan to consolidate assets at one advisor. Value-added programs are intended to give advisers tools or training that will help them retain existing clients and acquire new ones.
“Financial advisors have helped clients accumulate significant assets,” said Mike Shunney, president of Sun Life Financial Distributors. “But with a shift to spending underway, the rewards can be immense for advisors who are prepared to become the ‘one advisor’ clients turn to for their retirement income strategy.”
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