- Life and health insurance
- Wealth business
- Sun Life Global Investments
- Sales and marketing
- November 14, 2019
Improving the Client experience on sunlife.ca and the my Sun Life mobile app
From paperless to online payments, here are the latest enhancements on sunlife.ca and the my Sun Life mobile app.
- October 30, 2019
Advisor Learning Navigator is now live!
On October 28, we launched a new platform for your continuing education (CE) credits: Advisor Learning Navigator.
- October 29, 2019
Boost your tax knowledge and earn CE credits!
Build your tax knowledge to have more in-depth wealth planning conversations with Clients by earning continuing education (CE) credits. Check out our updated Tax in Practice modules.
- October 17, 2019
CE credits have a new home: Advisor Learning Navigator
Starting October 28, we’re launching a new platform for your continuing education (CE) credits: Advisor Learning Navigator. Earning CE credits will be easier than before with Advisor Learning Navigator’s modern design and intuitive navigation.
- October 03, 2019
Clients could win a trip to the 2020 NBA All-Star Game in Chicago
We’re launching a new contest to encourage Clients to use the my Sun Life Mobile app.
- September 05, 2019
Check out what's new on sunlife.ca and the my Sun Life mobile app
Clients may see two new messages when they sign in to their online account.
- May 16, 2019
- A new registration option for mobile device usersAs announced in the April 4 issue of NewsFlash, we’ve improved the registration process for the sunlife.ca secure site. We now have another option available to Clients during the registration process: those using their mobile devices to register can use the Verified.Me app from SecureKey to help verify their identity.
- May 02, 2019
- Clients could win $5,000 when they register at sunlife.caFrom now until November 30, 2019, when Clients register their online account or sign in, they’re automatically entered in a draw to win...
- April 04, 2019
Check out what's new on my Sun Life mobile and sunlife.ca
Check out the latest enhancements to the my Sun Life mobile app and the sunlife.ca secure site.
- April 04, 2019
It’s now easier for Clients to register at sunlife.ca
To make it easier for Clients to do business with us and to enhance their digital experience, we’ve improved the registration process for the sunlife.ca secure site.
- February 21, 2019
Invest in your Marketing Associate – registration now open for the Marketing Associate Forum 2019
Your Marketing Associate plays an important role in your business and is a key link to Sun Life Financial. Invest in their professional development.
- January 24, 2019
- SunHub: A curated, digital library of content to share with your ClientsSearching the web for trusted content can be time consuming, overwhelming, and sometimes sites can be difficult to navigate. Your time is valuable. That’s why we’ve created SunHub — Sun Life Financial’s new digital library for advisors.
- January 24, 2019
- Boost your tax knowledge and earn CE credits with Sun Life’s Tax in Practice programAs part of our commitment to your ongoing professional development, Sun Life Financial has partnered with Knowledge Bureau to bring you Tax in Practice, a free online program about common tax planning issues faced by investors and business owners. The program consists of 10 CE-accredited modules covering a wide range of topics such as, tax strategies in the sale of a business, use of trusts in tax and estate planning - and that's just naming a few!
- December 06, 2018
- Making it easier for Clients to connect with you through the my Sun Life Mobile appDid you know? We're giving Clients even more reasons to use the my Sun Life Mobile app.
- November 08, 2018
Launch of Lumino Health empowers Canadians to live healthier lives
On October 30, 2018, Sun Life Financial launched Lumino Health, a first of its kind digital health network connecting Canadians with health care providers and innovative products and services that can help them live healthier lives.
- July 19, 2018
Earn CE credits with new Advisor Succession Planning course now available on the Education Hub
You've spent years helping clients plan their retirement, but have you planned yours? The Succession Planning: Transitioning your business with confidence online module provides you with best practices to help you establish and implement your succession plan. Find this course and others on the Education Hub, a bright way to earn your continuing education (CE) credits.
- March 15, 2018
Do you know what your female clients are worried about?
Did you know 50% of women think they could outlive their retirement savings?* Find out more in What you may (or may not) know about your female clients and Why it’s important to connect with female clients on the Retirement Resource Centre on Advisor.ca and get valuable insight to help you connect with female clients.
- December 14, 2017
5 powerful trends are shaping our industry - what do they mean to you?
Five key trends are predicted to affect financial services in the coming years.* Are you interested in how these trends could affect you and your business? In this video series, Sun Life Financial leaders share their thoughts on how the industry will evolve in the coming years.
- November 02, 2017
Do you need IIROC Cycle 6 CE credits?
The December 31 deadline for IIROC Cycle 6 continuing education (CE) credits is fast approaching. Visit Sun Life Financial’s Education Hub where you can earn professional development and compliance credits toward your requirements for this cycle.
- October 19, 2017
Helping clients love and live their life
Building brand awareness and recognition with Canadians is our focus for our new National brand campaign, so that you can continue to present a trusted and well-known company. Our campaign breaks the mold, showcasing how clients can “love and live their life”.
- September 15, 2017
Meet “Ella” - new technology helps focus on clients’ needs
On Tuesday, September 12, Sun Life Financial introduced “Ella”- an interactive digital coach who’ll help clients navigate our financial and health offerings.
- September 15, 2017
Online life insurance products now available with Sun Life Go
Sun Life Go is Sun Life Financial’s new virtual insurance platform. It gives clients who want self-serve options the ability to apply for and purchase life insurance products online.
While the majority of Canadians require the help of an advisor to buy life insurance, there’s a growing market that wants self-serve, online options. The new Sun Life Go product suite meets this demand and complements today’s robust selection of individual insurance products.
- September 07, 2017
New Bright Start Tool and redesigned Annuity calculator on sunlife.ca
We're excited to announce the newest addition and update to our Tools & Calculators inventory designed to help clients achieve lifetime financial security and live healthier lives.
- July 27, 2017
Want a bright way to earn your 2017 CE credits?
With just a few months left to earn your 2017 continuing education (CE) credits, now's the time to visit Sun Life Financial's Education Hub - a bright way to earn your CE credits.
- July 13, 2017
Why you want to share these real-life client stories
Confidence, well-being and peace of mind are among the feelings clients express in our newly launched bright moments.
- June 01, 2017
How to help clients prepare for future health-care needs
Clients turning 71 this year must convert their RRSPs into retirement income. This may result in them having more income than they need. If so, they may want to use some of this excess income from a RRIF or registered annuity to help cover insurance premiums on products that address personal care and medical expenses later in life
- April 20, 2017
How to enable the Key Person Protection concept in Eos 7.1
Once you've downloaded Sun Life Financial Illustrations - Eos 7.1, you'll need to enable macros in Excel to use the Key Person Protection concept.
- April 20, 2017
What do these 5 powerful trends mean for our industry?
The financial services industry is ever-changing. A recent study by LIMRA identified 5 powerful trends ahead of us.
- April 06, 2017
Start a conversation about long-term care insurance with updated cost of care reports
As you work with clients to build and review their retirement plans, ensure they recognize and prepare for their future care needs.
- April 06, 2017
Download Eos 7.1 on April 18, and how to enable the Key Person Protection concept
Sun Life Financial Illustrations - Eos 7.1 will be available for web download starting April 18. This version includes technical updates to the Key Person Protection concept. The first time you open the concept in Excel, you may see a security warning. You’ll need to enable macros to use it properly.
- March 09, 2017
Have you heard about the new Sales Desk?
We’re proud to announce that we’ve just expanded the functionality and accountabilities of the Sales Support Team to serve you even better! Now we’re offering a dedicated Sales Desk to help you with pre-sales activities on insurance products.
- December 08, 2016
Changes to premium tax for Newfoundland and Prince Edward Island
Effective July 1, 2016 the Newfoundland and Labrador (NL) premium tax rate, which applies to all life and health insurance premiums, increased from 4% to 5%. On October 31, 2016, Prince Edward Island (PEI) amended their Premium Tax Act and announced that the PEI premium tax rate will increase from 3.50% to 3.75% effective January 1, 2017.
- October 13, 2016
Net worth calculator on sunlife.ca now better than ever
Its fresh look, simpler language and improved user experience make the Net worth calculator on sunlife.ca better than ever.
- September 15, 2016
Looking for Chinese marketing materials? Now they're all in one place!
You told us you need better access to current Chinese print materials, digital materials and videos. We heard you and want to make it easier to do business with clients.
- September 01, 2016
Discover 4 more newly-redesigned tools on sunlife.ca
The redesign of 8 client-facing tools on sunlife.ca began with our RRSP calculators. Now, 4 more tools offer a fresh look, simpler language and a more interactive experience.
- June 23, 2016
Redesign of 8 client-facing tools begins with RRSP calculators
The tools and calculators on sunlife.ca are a great way to start conversations with clients. They're engaging, informative and can help you give clients greater understanding of their financial needs. And over the next few months, you'll see exciting updates to 8 of these tools, starting with the newly-redesigned RRSP calculators.
- May 26, 2016
Updated LTCI and CII claims fact sheets now available
Sun Life Financial's Long Term Care Insurance (LTCI) and Critical Illness Insurance (CII) claims fact sheets show our experience with paying claims. We've updated these fact sheets to provide actual examples of claims paid in 2015.
- March 17, 2016
Sun Life GIFs sales concepts to bridge the retirement income gap and simplify legacy planning (March 17, 2016)
Did you know retired Canadians spend an average of $2,611 per month on items such as food, housing, health care, income tax, leisure, and transportation,* and the average wage of Canadians workers is $3,772 per month?** And that the Canadian family is becoming more complex, with step-families accounting for 13% of the nearly 3.7 million couple families with children?***
- March 17, 2016
Action required for Sun Life GIFs sales: Include addenda with client information folders and contracts (March 17, 2016)
As announced on January 21, the Private Client program in Sun Life Guaranteed Investment Funds (GIFs) has changed to align with Sun Life Global Investments mutual funds.
- March 17, 2016
Show clients why upcoming tax changes make 2016 a great time to buy a life annuity (March 17, 2016)
Most Canadians want more lifetime guaranteed income than they'll receive from government benefits.* A life annuity is a great way to provide that extra lifetime guaranteed income - the highest level available.
- February 18, 2016
- New sales concepts to help you emphasize the benefits of Sun Life GIFsDid you know that only 26% of Canadians surveyed are familiar with segregated fund products?* It's a great time for clients to learn about the benefits of Sun Life Guaranteed Investment Funds (GIFs) and create opportunities to build your business.