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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
January 19, 2005 at 07:00 PM
NU Online News Service, Jan. 19, 2005, 5:13 p.m. EST
Sun Life Financial U.S., Wellesley Hills, Mass., has set up a program to help producers advise clients who want to do well by doing good.[@@]
The new charitable giving planning program includes charitable giving producer guides, client brochures that talk about use of charitable giving in estate planning, and sales and prospecting tools.
The materials are available in print form and electronic form.
In 2002, Sun Life Financial U.S. introduced a charitable giving benefit rider that provides a benefit equal to 1% of the policy’s face amount, up to a maximum benefit of $100,000, payable to the charity of the policyowner’s choice.
Sun Life Financial U.S. is a unit of Sun Life Financial Inc., Toronto.
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