Help your clients plan for their Curve of Life, not just for retirement

Over the course of clients’ lives, their priorities change. Canada Life calls this ‘The Curve of Life’, as life satisfaction and circumstances change over time. Individuals go from feeling unstoppable in their adult years, to feeling their lowest levels of contentment in their 40s-50s, as responsibilities stack up and concerns over the future emerge. The dip doesn’t last forever, with some individuals experiencing their highest levels of satisfaction in their 70s. Canada Life aims to help clients navigate this curve, boosting their financial (and emotional) wellbeing. Early planning and setting...