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The materials listed below may be helpful in understanding key concepts related to the products and services we provide. Please note that these documents are provided courtesy of Sun Life Assurance Company of Canada, and do not represent the views of, or apply to, the other companies whose products we offer.

A comprehensive needs analysis will determine the solution that is most appropriate for your particular situation. For any further information and forms not included here, please contact us.

For Individuals:
Asset Protection Plan (2MB pdf)
Preserve your assets for your beneficiaries by using an exempt life insurance policy to pay taxes due on death.

Individual Investment Shelter (574KB pdf)
Investing in life insurance can maximize the estate you leave to your heirs.

Stop Loss with CII (172KB pdf)
Critical illness insurance can help protect your retirement savings and preserve your lifestyle.

For Business Owners:
Business Continuation Planning (913KB pdf)
Business continuation planning protects against the risk of death, disability or critical illness of a key employee or shareholder.

Shared Ownership - Critical Illness Insurance (587KB pdf)
Cover the risk of losing key employees or fund a buyout under a buy-sell agreement.
Shared Ownership - Life Insurance (624KB pdf)
Sharing ownership of exempt life insurance can aid in succession planning, supplement retirement savings, and insure against premature death.

Key Person Protection (182KB pdf)
The Key Person Protection strategy can help protect the value of their business against the financial impact of losing a key employee.

Estate Planning Guide (1MB pdf)
A comprehensive guide to planning an organized, tax efficient transfer of business and personal assets.

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