Mental Health and Insurance Underwriting

May 17, 2022 at 1 p.m. ET

Helping Clients achieve lifetime financial security and live healthier lives is our primary goal. This presentation will “start the conversation” on how Sun Life is focusing on the mental health of Canadians, the effects mental well-being has on insurance underwriting, and how those psychological factors affect morbidity and mortality. We’ll take a closer look at how COVID has affected those numbers and walk through the changes Sun Life has made to its underwriting philosophy to provide more positive outcomes to those applications for insurance. We will also take the time to introduce you to our new High Net Worth Solutions Centre. You’ll learn how it can help set up your large complex cases prior to application submission.
*Webinar is being presented through Zoom

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The Presenters

Cindy Shirley

Cindy Shirley
AVP, Associate Chief Underwriter

Built over years of practiced risk selection and management, Cindy has deep and wide ranging underwriting experience. She currently leads Sun Life Canada's Underwriting Risk Management team, driving towards constant improvement and modernization of underwriting capabilities. She loves data! And has a proven track record in the harnessing of data to meet strategic objectives while developing future-ready underwriting talent to ensure a positive Client experience. Cindy has over 20 years underwriting experience in all markets of Canadian insurance, including Mid-range and High Net Worth.

Cindy holds a Bachelor’s degree in Political Science from Wilfrid Laurier University and is a Fellow, Academy of Life Underwriting (FALU).

When not in the office, you can find her running on a forest trail with her trusted canine companion.

Jay Sankoff

Jay Sankoff
AVP, High Net Worth Solutions Centre and Field Underwriting

Always looking for a new challenge and opportunities to improve the advisor and client experience, Jay helped create the High Net Worth New Business and Underwriting Teams three years ago.

And now, Jay joins the Distribution team in his new role specifically to work with advisors in their development of complex case submissions. Leading the High Net Worth Solutions Centre and a growing team of Field Underwriters Sun Life will focus helping advisors submit more fulsome application packages to help speed up the underwriting and issue process.

Jay is an avid traveller, scuba diver, and dedicated hockey player and coach. Happy to be back on the ice, and looking forward to strapping a tank on his back again, Jay also enjoys spending time in the summer with his wife and daughter at the cottage or on a golf course.

Continuing Education Accreditation Chart

Accreditation is underway and the CE credit information will be posted shortly.