Chad Richardson - Advisor, Sun Life

10/18/2026

Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first step to feeling confident about your future.

What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇

10/15/2026

Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?

Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.

If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.

Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://bit.ly/4iok2Ta

*Terms and conditions apply

10/15/2026

Life and critical illness insurance can provide important financial protection for your family and your future. While unexpected health events are difficult to anticipate, the right coverage can help reduce financial stress during recovery.

Life insurance provides your loved ones with financial security when you're gone. Critical illness insurance offers a lump-sum benefit if you're diagnosed with one of 26 covered illnesses and conditions — money you can use for medical expenses, mortgage payments or whatever matters most to you during recovery.

Until December 31, 2026, eligible Clients can receive a 10% premium discount on Sun Critical Illness Insurance for life when you combine it with eligible life insurance coverage. * https://bit.ly/4jit45c

10/15/2026

MYTH: Insurance and long-term savings must always be separate.

REALITY: Universal life insurance combines coverage for life with savings that can grow in a tax-preferred way inside your policy.

Could it work for you? Let’s talk.

10/14/2026

Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 key questions to ask before making investment decisions. https://bit.ly/4k1MICC

Then get in touch to talk! https://bit.ly/4B5dhNn

10/12/2026

10/10/2026

This Thanksgiving, we're grateful for the relationships, experiences and moments that bring meaning to our lives.

Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.

Happy Thanksgiving! 🍂

10/08/2026

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.

What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future

Share below, and let's discuss protection strategies tailored to your needs.

10/03/2026

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Let's talk about practical strategies that fit your lifestyle. https://bit.ly/4dMv9mg

10/01/2026

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next. https://bit.ly/4rHBEwh