Sun Life Financial, Money for Life
Starts With A Conversation Video
By Ivon T Hughes
March 27, 2014
Figure 1. Money For Life
Speak to a Financial Advisor
One day you will realize that you need to plan your financial life so that each step does not come as a surprise.
You need to understand the role that each financial product plays in your wellbeing. And if you do not clearly understand the role of financial products like bonds, stock funds and life insurance in your life, you need to ask for help.
A financial advisor can help outline how you can intermarry the products you need to keep down investment costs. Ignoring the need to plan for the future is a recipe for a financial disaster.
No matter your income level, you need to know how you can prosper.
Just don't wait until it is too late.
Starts With A Conversation
VIDEO
Video Transcript
0:00 wouldn't it be great to be able to retire with confidence
0:08 no you can cover your costs take care of yourself and do the things that matter
0:12 to you
0:13 of course it would that's what money for life is all about and I bet right now
0:18 you're wondering hey how can I do this
0:21 well it doesn't happen by planting a money tree in your backyard or by
0:25 getting a surprise large inheritance from a long-lost relative or by winning
0:30 the lottery money for life is working with an advisor to get ready for
0:35 retirement your advisor can help you plan for your retirement needs and the
0:40 risks you face but choosing the right mix of income wealth and protection
0:45 solutions that's how you can retire with confidence money for life starts with a
0:51 conversation your advisor understands your different needs in retirement and
0:56 how to plan for each one things like covering the basics including food
1:01 housing utilities and so on looking after increasing healthcare needs as you
1:07 age having money to spend on fun things like volunteering dancing traveling and
1:14 other new experiences and leaving behind a legacy every conversation will be
1:21 different since some of these needs
1:23 maybe more of a priority for you than others
1:26 your advisor can help you figure out what's most important to you and decide
1:31 which solutions will take care of these things
1:34 you also need to take steps to protect yourself from risks that people face in
1:38 retirement like outliving your money your money will buy less you lose money
1:47 because of market performance you won't be able to keep up with healthcare costs
1:53 or that your face financial difficulties if your spouse or partner dies media
1:59 have already been worrying about some or all of these things but worry not ask
2:05 your advisor how you can balance risks by making trade-offs and by putting the
2:09 right solutions in place
2:11 to recap money for life is about working with an advisor to meet your basic needs
2:17 health and lifestyle needs along with leaving a legacy retire with confidence
2:23 it starts with a conversation why not start your money for life conversation
2:28 right now
Let's talk about getting ready for retirement. Call us Toll Free: 1.877.842.3863