Consumer education

What to pack: Tips from a globe-trotting traveller [Video- 2:40] (2012)

This document is housed on the Sun Life Financial server, under Brighter Life.

Alicia Taggio is a social media specialist whose website My Life Untethered describes her travels. In this short video, she offers tips for packing for a trip.

Some of her advice deals with classic issues, like choosing luggage and maximizing space in a suitcase.

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2013-08-30

Planning for Retirement on a Low Income: A background paper on retirement financial planning for Canadians with very low incomes (2012)

The purpose of this paper is to educate people who help low-income adults plan for their financial future. It is aimed at financial planners; staff of banks and other institutions; financial writers and broadcasters; community agencies that run tax clinics for low-income people; organizations that design and provide training in financial literacy; and friends and family of low-income people.

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2013-08-29

A day in the life of a frugalista [Video - 2:31] (2012)

This document is housed on the Sun Life Financial server, under Brighter Life.

Amrita Singh developed the Frugalista Files website as a way of sharing her money-saving tips. In this video, she shows how to make homemade iced coffee and eco-friendly household cleaning products.

She describes her philosophy as making smart choices and simple changes to save money.

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2013-08-23

Critical illness insurance, simply put [Video - 1:37] (2012)

This document is housed on the Sun Life Financial server, under Brighter Life.

This video, part of a series dealing with a variety of money-related matters, looks at critical illness insurance. With this type of insurance, an individual diagnosed with a serious illness covered by the policy will receive a one-time lump-sum payment designed to help cover the costs associated with the illness.

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2013-08-22

Registered Retirement Income Funds (RRIFs) simply put [Video - 1:28] (2012)

This document is housed on the Sun Life Financial server, under Brighter Life.

Government of Canada regulations allow people to defer a portion of their income tax bill by contributing to a Registered Retirement Savings Plan (RRSP). The income earned in the RRSP is usually exempt from tax as long as the funds remain in the plan, and is taxed when it is withdrawn after the person retires, when income is usually lower.

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2013-08-12

Payout annuities, simply put [Video - 1:25] (2012)

This document is housed on the Sun Life Financial server, under Brighter Life.

This video is part of a series dealing with a variety of money-related matters. Here, the focus is on payout annuities, which allow people to convert savings into regular income payments.

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2013-08-09

Credit Jeopardy – Board Game (2011)

This game is a supplemental resource accompanying a nine-module workshop, developed by the Canadian Centre for Financial Literacy (CCFL) to train front-line workers in community organizations to deliver financial literacy programs.

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2013-08-06

Permanent life insurance, simply put [Video - 1:08] (2012)

This document is housed on the Sun Life Financial server, under Brighter Life.

All life insurance is designed to provide beneficiaries with financial security after the holder of the policy dies. This brief video explains one of the common types of insurance, a permanent life policy.

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2013-08-01

Financial Literacy Participant Handbook: Module 9 – The wise consumer (2011)

This is the final section of a nine-module workshop designed to train community workers to deliver financial literacy programs. The workshop, which can be presented over one or two days, was developed by the Canadian Centre for Financial Literacy (CCFL).

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2013-08-01

Mutual funds, simply put [Video - 2:05] (2013)

This document is housed on the Sun Life Financial server, under Brighter Life.

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Added: 
2013-07-26

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