Thursday, May 10, 2007
Sun Life Financial Launches New IRA Review Program To Meet Demand for Generational Wealth Strategies
The U.S. Division of Sun Life Financial today launched an innovative new marketing program - Creating Generational Wealth - targeted to the booming retirement and wealth transfer markets. This IRA Review Program provides financial advisors with diverse strategies to help clients evaluate their situation and make appropriate changes to their IRA and/or employer-sponsored qualified plans for retirement and for transferring wealth to the next generation.
Sun Life Financial Launches New IRA Review Program To Meet Demand for Generational Wealth Strategies
Source: Business Wire
Sun Life Financial Launches New IRA Review Program To Meet Demand for Generational Wealth Strategies
Source: Business Wire