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Retirement Planning > Spending in Retirement > Income Planning

Insurer Offers Income Planning Kit

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An arm of Sun Life Financial Inc. has come out with a new collection of information for retirement planning advisors.

The Wellesley Hills, Mass.-based U.S. division of Sun Life, Toronto, says the new Retirement Blueprint toolkit will include advice about how to design income plans and build client relationships.

The kit also includes 1-hour presentations, led by wholesalers, on topics such as maximizing Social Security benefits, individual retirement account rollovers, health care expense planning and variable annuity living benefits.