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We’ve gathered some helpful tips, tools and resources to help you manage the priorities and responsibilities you’ve told us about. If you want help with more priorities, try our tool a second time.
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Review your results with an advisorDiscover the possibilities
Here are some ideas to think about, in view of what’s going on in your life:
THESE PRODUCTS COULD BE HELPFUL
You may want to take a look at these, based on your top priorities:
Protect the people who depend on you, with a tax-free payment after you die. Choose coverage for a specific period or for your entire life.
Compare your life insurance optionsAffordable protection for a limited period – such as while your kids are young or you’re paying off your mortgage.
Learn more about term life insuranceCoverage for your whole life, with a cash value that builds up over time.
Learn more about permanent life insuranceCombine permanent protection and investment options for tax-preferred savings growth.
Learn more about universal life insurancePermanent protection plus dividends you can save, take in cash, use to increase your coverage or lower your premiums.
Learn more about participating life insuranceYour provincial health plan covers only some of your healthcare costs. Personal health insurance can help fill in the gaps.
Compare your personal health insurance optionsHelps pay for expenses like prescriptions, eyeglasses, dental exams and services such as physiotherapy.
Do you have enough health insurance?Tip: Ask your human resources department about workplace benefit options.
As you get older, you may need help looking after yourself.
Learn about your long-term care insurance optionsHelps cover the cost of care if physical or mental difficulties keep you from being able to look after yourself.
5 things to know about your long-term care insuranceHelp protect your greatest asset – your ability to earn an income.
Learn more about your disability insurance optionsInsurance that replaces part of your income if you can’t work because of illness or injury.
What would happen if you couldn't work?Recovering from a serious illness can cost more than you think.
Compare your critical illness insurance optionsHelps you focus on recovering from a serious illness, with money you can spend any way you choose.
Do you need critical illness insurance?Whether you’re saving for a home, for your retirement, for your kids’ education or for some other big goal.
Compare your savings optionsWithdraw your savings gradually, keeping the balance at work for you and paying tax as you go.
Simply put: What are RRSPs? (Video) Learn more about RRSPs and TFSAsSave for your child’s post-secondary school (university, college or an apprenticeship), save tax – and get free money from the government in the form of a grant.
Simply put: What are RESPS? (Video) Learn more about RESPsAlong with reliable growth for your savings, an insurance GIC can give you the protection for your family that only a life insurance company can offer.
Looking for steady investment return with less risk? Simply put: What's an insurance GIC? (Video) Learn more about GICsKeep your money working in your retirement with market-based investments -- and get the benefits that only a life insurance company can offer.
Are seg funds right for you? Learn more about segregated fundsInvest in a variety of companies and markets – for less than by trading by yourself.
Simply put: What are mutual funds? (Video) Learn more about mutual fundsYour income options when it’s time to stop saving for and start living in retirement.
Compare your retirement income optionsWithdraw your savings gradually, keeping the balance at work for you and paying tax as you go.
Simply put: What are RRIFs? (Video) Learn more about RRIFs and LIFsPay a lump sum and get guaranteed payments for life (or the length of your contract), regardless of market conditions and interest rates.
Simply put: What are payout annuities? (Video) Learn more about annuitiesAlong with reliable growth for your savings, an insurance GIC can give you the protection for your family that only a life insurance company can offer.
Looking for steady investment return with less risk? Simply put: What's an insurance GIC? (Video) Learn more about GICsKeep your money working in your retirement with market-based investments -- and get the additional benefits that only a life insurance company can offer.
Are seg funds right for you? Learn more about segregated fundsInvest in a variety of companies and markets – for less than by trading by yourself.
Simply put: What are mutual funds? (Video) Learn more about mutual fundsTip: Check with your employer to see if they offer a workplace pension and savings plan.
Life and health are the big ones – but depending on where you live, how you get around and what your vacation plans are, you may also need home or tenant’s insurance, car and travel insurance.
Fire, theft and liability protection for your belongings and your home, whether it’s a house, townhouse or condo. (Not available in NT, NU, YT or SK)
Do you know what your home insurance covers? Learn more about home insuranceRenters need protection, too.
Three reasons you need tenant insurance Learn more about tenant insuranceProtect yourself from the cost of injuring someone or damaging someone’s property when you’re behind the wheel, as well as protecting your own car from damage, fire and theft. (Not available in BC, MB, NT, NU, SK or YT)
Drive safely and save money on your car insurance Learn more about car insuranceProtect yourself and your family from unexpected medical costs when travelling out of the country – or even out of your province.
5 questions to ask before you travel Learn more about travel insurance for CanadiansProtect visiting relatives – including those in Canada on a Super Visa -- from unexpected healthcare expenses.
Family visiting from outside Canada? Learn more about travel insurance for visitors to CanadaBright Start Tool | February 28, 2017 |
Your journey starts here…
We’ve gathered some helpful tips, tools and resources to help you manage the priorities and responsibilities you’ve told us about. If you want help with more priorities, try our tool a second time.
Review your results with an advisor:
www.sunlife.ca/findanadvisor
DISCOVER THE POSSIBILITIES
Here are some ideas to think about, in view of what’s going on in your life:
MORE USEFUL TIPS AND TOOLS
Based on what you’ve told us, you might also find these interesting…
- Your age:
- Your marital status:
- What's your family status:
- Current annual income (before taxes):
- Employment status:
- Do you have health and dental benefits: