The National Sales Webinars focus on relevant topics to provide you with valuable information to help you meet Clients' needs. Throughout the year, these hour-long live webinars will cover product training, sales concepts & strategies, professional insights and lead generation tips. Take a look at the upcoming webinars!
Critical Illness Insurance: Shared Ownership with Return of Premium
February 15, 2022 at 1 p.m. ET
Shared ownership using critical illness insurance allows a business to protect itself against financial hardship should a key employee be diagnosed with and survive a covered critical illness. The strategy also provides the employee with an opportunity to participate in the benefits of a critical illness insurance policy.
The evolution of Universal Life (UL)
March 22, 2022 at 1 p.m. ET
Some Universal Life (UL) products have experienced price increases in response to declining interest rates, while others have become more affordable. We highlight these trends by showing you areas of opportunity and how UL can be the most flexible permanent insurance solution for your Clients.
Mental Health and Insurance Underwriting
May 17, 2022 at 1 p.m. ET
This webinar will provide valuable insights into concepts of mental health, Canadian prevalence and perceptions, and how to set up Clients for success. You will also be introduced to the High Net Worth Solutions Centre.
Estate planning process: Common tax, liquidity and insurance issues
July 12, 2022 at 1 p.m. ET
Estate planning can be a complicated process. This webinar will guide you through an overview of the fiscal process of the estate. With an in-depth case study and insurance analysis, you will be equipped to start an estate conversation with Clients and prospects.
Privacy 2022 – where Privacy is always paramount!
October 18, 2022 at 1 p.m. ET
Given the strong industry focus on fair treatment of Clients, and as innovation and digitization of business continues to evolve, compliance with privacy laws and the safeguarding of Client information is paramount. We will help you understand how privacy affects you and your practice.
Improving the Digital Underwriting Experience
November 15, 2022 at 1 p.m. ET
Sun Life has upgraded many of its digital platforms over the last 36 months. Join us in learning how these changes in new business and underwriting will make for a better Client and advisor experience.