The program provides the step-by-step process and tools needed to engage clients in a discussion about lifetime income and successfully address client needs, wants, and dreams as they prepare for retirement, the company said. Core to the program is an adviser kit containing materials to survey the opportunity, custom design income plans, and cultivate their client relationships.
Additionally, advisers will have access to a series of one-hour plug-and-play wholesaler-led training presentations on topics relevant to retirement income planning such as maximizing social security benefits, the IRA rollover opportunity, planning for healthcare expenses, and demystifying variable annuity living benefits.
“Today’s clients will face a much different retirement than previous generations, which makes it vital for advisers to understand how risk factors such as longevity and lifestyle will impact retirement income plans,’ said Mike Shunney, President of Sun Life Financial Distributors, Inc., the company’s annuity distribution organization. “Instead of focusing on specific products, the Retirement Blueprint program enables advisers to see the big picture and the many elements that could affect a person’s retirement plans and financial decisions. Mastering this paradigm shift will also prepare advisers for clients who want to begin consolidating their assets as they shift toward retirement.’
Advisers can contact a Sun Life Financial representative for more information about the Retirement Blueprint program at 1-866-637-5348, option 2.