Compliance with privacy laws and the safeguarding of Client information has always been paramount. This webinar will help you understand how privacy affects you and your practice. CE credits included.
We made some changes to the Transfer of ownership (E82) form to help shorten the time it takes to complete your request.
Help Clients get the coverage they need and grow your business with a new limited-time premium discount for Sun Critical Illness Insurance (Sun CII). Act soon – this offer ends December 31, 2022.
The Erase Your Expenses contest is running from September 20 - October 31, 2022.
We help. You grow. That’s our promise to you. Sun Life Consulting. That’s how we fulfill that promise and help deliver you results.
On September 16, 2022, we enhanced policyholder statements. We’ll also begin sending policyholder statements every year for Clients who have CII term plans with Return of Premium.
Don’t forget! The National Accounts year-end is quickly approaching. Take note of these key dates for delivery requirements and settling policies to ensure cases are part of your 2022 commissions.
We’ve simplified the process for new registrants requesting access to the secure Advisor site.
Discover what advisors like you have to say about their experience participating in VOA's focus groups and online studies. Watch the video.
We’re letting Clients know there is no change to Sun Adjustable Whole Life policies.