Tools for advisors
Here you will find information about all the resources available to help you learn about VRSPs, get the conversation started with small business owners, and present the group retirement solutions that best meet their business needs.
Reference tools
- VRSP Advisor Guide: Summary of applicable VRSP information for advisors
- VRSP Fact Sheet: Detailed description of the Sun Life Financial VRSP
- Frequently asked questions about VRSPs: Answers to the questions most frequently asked on VRSPs
- Plan types: Quick reference on the various types of savings plans and their advantages
Prospecting tools
- Brochure - Your plan in 5 questions: Summary of questions to ask a client who is interested in setting up a retirement plan
- Brochure - Ready... set... VRSP! Explanatory guide for employers on how VRSPs work
- Prospecting letter: Sample letter that you can use when approaching potential clients
- SME: Everybody needs a plan... for retirement!
- VRSP Presentation: Presentation for potential clients explaining how the plan works
Tools for Advisors
Tools for Employers
Associations
