New Program Helps Advisers

September 2008
Best's Review;Sep2008, Vol. 109 Issue 5, p26
Trade Publication
The article highlights the Retirement Blueprint, a program introduced by the U.S. division of Sun Life Financial to help financial advisers. The author stated that the blueprint is intended to enhance the planning skills of financial advisers and to help engage clients in the retirement-income conversation and planning process. In addition, the blueprint can also play recordings of one-hour, IRA rollover opportunity and health care expenses planning.


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