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Benefits summary
SELECT LEVEL
Benefit
Description
How you get it
Value
Practice Development
Summit
Three-day, two-night learning and
networking opportunity at a resort
venue
• Invitation
• Registration and travel
arranged by SLF
No-cost opportunity to
acquire new ideas while
recharging in a relaxed
setting
Marketing Associate
(MA) support program
Networking and skill-building
opportunities for MAs
MA Forum
Annual regional event
Invitation to one MA per
advisor
• Build skills for your staff
• All costs covered
Webinars
Information-sharing forum
Dates/times communicated Learning and personal
growth opportunity
APS incentive
We reward physicians when they return
your attending physician statement (APS)
to us within five business days
• Life insurance cases
with yearly premiums of
$20,000
or more and
• Critical illness insurance
cases with face amounts
of
$500,000
or more
Your business is processed
sooner
Marketing allowance
Access to a marketing allowance
Automatic when you qualify
at the Select level
Reimbursement of up to
$500
for marketing activities
and business-building
initiatives
Professional
development with The
Covenant Group
Reimbursement of $1,000 for enrolment
in the Business Builder and Advanced
Practice Development programs
Available face to face and
via distance education
• Strategies to help grow
your business
• Receive CE credits upon
completion
Express Yourself
Create/update a brochure, website or
complete social media training
Email
spp@sunlife.com
for
more information
We'll reimburse you up
to
$1,000
during the
year towards your costs
(maximum of $300 for social
media training)
Executive underwriting
account
Allows faster access to specialized
testing where an underwriting decision
would have been postponed
Arranged by the underwriter
and case coordinator at the
client’s convenience
• Up to
$1,000
for
specialized testing
• Less hassle for clients
• Evidence is collected
more quickly