Sun Retirement Health Assist
Long term care insurance (LTCI) solutions can help with financial protection for their plans and the means to pay for the level of care they want and expect.
The LTCI solution can fit within the financial plan of a number of different target markets. These are best segmented by the following life stages:
- building for the future,
- getting ready for retirement and
- in retirement
Use the following advisor materials to become more familiar with the product details. You can use the marketing materials for clients to start the conversation and to show clients how long term care insurance works to protect their retirement plan.
Brochures, booklets and fact sheets
Sun Retirement Health Assist (5 page product at a glance)
Overview of the product features and benefits.
Sun Retirement Health Assist - The memory exercise (1 page fact sheet) FAQ on the memory exercise which may be required for those age 60 and older.
Long term care insurance - Helps take the risk out of your retirement plans (2 page feature sheet) - A visual representation of the changing needs in retirement, in conjunction with the five stages of care - ultimately showing how and where Sun RHA fits as a solutions.
Protection for the best possible retirement (2 page feature sheet) Helps you have the conversation with clients about the importance of long term care insurance in protecting their retirement plans.
Comparing your health coverage solutions (2 page fact sheet) - Explains how to describe the differences between CII, DI, PHI and LTCI to clients.
|Cost of long term care by province|
Long term care costs (summary reports by province) - 2 page fact sheets
Understanding long term care insurance claims - (2 page fact sheet) - Shows the chance someone will need long term care and highlights examples where Sun Life Financial has helped clients when they needed it most.
Sun Retirement Health Assist - Client Guide (12 page guide) - Point-of-sale guide designed to help clients understand the features and benefits that may be available to them if they decide to purchase Sun Retirement Health Assist.
LifestageCare™: Resources to help you care for yourself and your family (2 page feature sheet) - Overview of the LifestageCare™ services available to LTCI policy owners. Describes how to access the services via the website and toll-free phone number.
Articles and online resources
Send clients links to Learn & Plan
Suggested articles, videos and calculators:
Send clients a link to the long term care insurance pages on sunlife.ca
For clients who have consented to being contacted by secure email for this purpose, sending them an email is a fast and easy way to introduce their options for protecting their retirement and paves the way for a follow-up call.
|Guides, case studies and fact sheets|
10 things you need to know about Sun RHA (2 page feature sheet - PDF) Describes 10 great reasons to offer Sun RHA to clients
Sun Retirement Health Assist - Advisor guide (31 Page Guide) - An in-depth guide to help you learn about Sun RHA, including product details, the application process, underwriting, issuing a policy, claims, and more. After you know the product the guide becomes an excellent reference to use in the future