The one, the only, adviser for retirement

Sun Life Financial Inc.’s U.S. division in Wellesley, Mass., today introduced Retirement Blueprint, which helps advisers expand their role with their clients. The blueprint is an educational kit, providing advisers with a guide on how to become the one financial professional with whom a client consolidates assets. It emphasizes income planning, using workbooks and web presentations to walk advisers through annuities, living benefits and retirement income strategies. Advisers can also use the kit to custom-design income plans according to their clients’ assets, hobbies and expenses. Along with a set of workbooks, a series of plug-and-play presentations featuring wholesalers also guides advisers through maximizing Social Security benefits, preparing for health care expenses and understanding variable annuity riders. “A lot of clients want to talk about the income and would prefer to consolidate assets with one adviser,” said David Jacobson, spokesman at Sun Life. “There’s a shift toward getting income in retirement as opposed to building assets up and deciding on what type of investor you want to be.”