The Wellesley, Mass., division of Sun Life Financial Inc. has started an enhanced wealth transfer program and offered advanced market calculators to help use life insurance for estate planning.
The program covers four estate planning strategies, including annuity maximization, the leveraged credit shelter trust, muni-bond alternative and stretch IRAs, the company said on Friday. It provides tools, information and marketing materials to help advisers work with affluent investors and baby boomers.
Sun Life Financial, which is based in Toronto, had $313.3 billion of assets under management at Dec. 31.
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