The U.S. division of Sun Life Financial Inc. of Toronto has kicked off a retirement and wealth-transfer marketing campaign.
The Wellesley, Mass., division said the goal of "Creating Generational Wealth" is to provide financial advisers with strategies "to help clients evaluate their situation and make appropriate changes to their IRA and/or employer-sponsored qualified" retirement plans.
These include strategies for "easing tax liabilities after wealth accumulation, determining the best option to handle lump sum distributions, analyzing wealth transfer and estate planning strategies, and protecting assets with life insurance solutions."
The program was announced Thursday.
